Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early inflows, supporting a positive long-term outlook.
BofA cuts India’s Nifty 50 earnings forecast as stagflation fears rise
BofA Securities has significantly lowered its earnings growth forecast for Nifty 50 companies to 8.5% for FY27, citing rising stagflation risks and potential impact of