Kotak Institutional Equities analyzes the Indian market’s optimism and sector valuations, predicting market reactions to BJP and NDA outcomes with a focus on corrections in specific sectors and the stability of major indices.
Deficient monsoon risk rises, but macro impact on GDP expected to stay muted
India’s agricultural output and inflation face heightened concerns as the India Meteorological Department forecasts a stronger probability of deficient rainfall. However, the impact on agriculture