Despite U.S. rate cuts, IT sector growth remains subdued due to AI disruption, with midcap services firms offering better prospects. Aviation faces near-term pain from weak margins and operational challenges. The metals sector, however, shows promise with healthy consolidation and strong domestic demand, despite global vulnerabilities.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026