Despite a recent global AI-driven market shift, domestic equities are poised for recovery. Improved Indian macros, including interest rate and tax benefits, are creating a constructive outlook. Experts highlight the need for renewed earnings growth, with banking and consumer discretionary sectors expected to lead the charge. Valuations are seen as reasonable, with a focus on business momentum over minor corrections.
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