Indian markets see renewed investor interest in pharma, speciality chemicals, and exchange-traded services, with recent earnings showing mixed signals. Pharma valuations are attractive, with Sun Pharma and MNCs like GSK and Pfizer showing promise. Speciality chemicals require patience, while BSE’s performance is linked to market sentiment and NSE’s upcoming listing.
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