Indian stock markets surged in early trading, with Sensex and Nifty extending gains for a second day. A stronger rupee, falling bond yields, and positive investor sentiment fueled the rally. Broader markets and most sectoral indices also saw significant upticks, indicating a ‘buy on dips’ trend.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,