Indian equities showed resilience in Q4 FY26, but Q1 FY27 earnings may disappoint due to geopolitical tensions and energy disruptions. Kotak Mahindra AMC’s CIO, Harsha Upadhyaya, advises caution, highlighting banking, hospitals, and power as preferred sectors. Markets anticipate sideways movement until geopolitical clarity emerges.
Oil Price Today (July 1): Crude oil above $73 as Iran rejects direct peace talks with US. Where are prices headed?
Brent crude futures were up 50 cents, or 0.69%, at $73.45 a barrel at 1208 GMT. U.S. West Texas Intermediate (WTI) crude rose 63 cents,