Corporate earnings in India are poised for a stronger FY27, driven by nominal GDP growth and rupee depreciation, according to Manish Gunwani. While AI disruption is currently influencing market sentiment more than earnings, domestic and export-oriented sectors are expected to benefit from the overall economic uptick.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The