Domestic cyclicals like banks, auto and capital goods are likely to lead earnings growth while healthcare and technology may clock a moderate earnings growth. Motilal Oswal sees Nifty earnings growing by 21% YoY in Q2 while Kotak Equities has predicted 23% growth.
NBFCs offer strong entry point after recent pullback: Rohit Srivastava
Rohit Srivastava sees positive trends in Indian markets despite volatility from events like Trump’s announcements and RBI policy. He highlights the bullish signals from RMI
April 2, 2025