Indian equity markets are poised for steady, healthy growth, driven by the gradual payoff of fiscal and monetary stimulus. While global markets face volatility, India’s lack of an AI boom may position it as a favored diversification destination for cyclical exposure. Expect earnings-led returns rather than valuation rerating.
Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya Shah
A delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector’s long-term outlook remains robust. Experts highlight
June 30, 2026