Cement prices saw a slight dip last quarter, but robust demand and increasing volumes offer strong sector support. Despite short-term price volatility due to capacity additions and cost pressures, the medium-term outlook is positive. Price hikes are emerging in March, especially in non-trade segments, signaling a volume-driven cycle.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,
July 3, 2026