“Indian macros are firing on all cylinders,” Mayank Khemka, chief investment officer for India at the bank, said in an interview, pointing to economic data ranging from power and fuel demand to auto sales. “When all of this is happening, it has to reflect in corporate performance. From here, the expectations of market returns should be in line with earnings growth, which is likely to be in double digits.”
Surprise Trump tariff pause erases weekly smallcap losses. What’s in store going ahead?
Indian markets ended positive after US paused reciprocal tariffs, easing investor concerns. Smallcaps recovered late, while IT, metals, and capital goods rallied. Focus now shifts
April 12, 2025