Has Dalal Street’s near term outlook improved? HSBC lists 4 headwinds, 3 tailwinds to watch out for

August 10, 2026

HSBC Mutual Fund remains constructive on Indian equities, citing improving earnings, private capex, policy support and potential trade deals. However, elevated commodity prices, weak global growth, a below-normal monsoon and slower government capex remain key risks for markets.

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