Investors are becoming selective, focusing on earnings visibility and strong balance sheets. Opportunities are emerging in sectors like IT, with a watch on margins. Asset management companies offer stability. Rural consumption shows resilience, while urban demand is mixed. Infrastructure may see future gains from Middle East reconstruction. Aviation faces near-term challenges but promises long-term growth.
Rupee at risk? BOP pressure, oil shock and capital flows hold the key, says Rahul Bajoria
The Indian rupee faces potential weakening to 94 against the US dollar by mid-2026 due to rising oil prices and a widening current account deficit.