Indian equity markets show resilience despite recent incremental weakness, with the broader outlook dependent on earnings visibility and global developments. While current earnings are mixed, a rebound is anticipated later in the year, driven by inventory rationalization and stronger growth expectations. Global events, particularly US trade policy, remain a key overhang, though potential trade deals could boost sentiment.
Realty weakness overdone, midcap correction throws up long-term opportunities: Sandip Sabharwal
Market expert Sandip Sabharwal suggests real estate stock pessimism may be misplaced due to accounting practices, highlighting DLF, Godrej Properties, and Prestige as selective buying