UTI AMC’s Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term crude oil volatility. Macro pressures from rising oil prices are noted, but India remains resilient, with potential for double-digit earnings growth. Selective sector bets, particularly financials and IT, are favored over unpredictable fund flows.
Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya Shah
A delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector’s long-term outlook remains robust. Experts highlight
June 30, 2026