Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient stocks and sectors like commodities, defence, and healthcare. Selectivity is key, particularly within financials, as the market navigates short-term turbulence.
F&O Talk: 22,600 is a key Nifty support; Sudeep Shah discusses PB Fintech, Infosys, TCS strategy ahead of Q2
Analyst Sudeep Shah, Vice President and Head of Technical & Derivatives Research at SBI Securities, interacted with ETMarkets regarding the outlook for the Nifty, options