Gautam Duggad, Head of Research at Motilal Oswal, analyzes the recent earnings season, noting a slowdown in growth, particularly impacted by commodity sectors. Despite this, he sees potential in industrials, driven by government capex spending. While Nifty valuations offer limited room for expansion, Duggad suggests that market consolidation could create opportunities for growth in the coming year.
FII inflows driven by relative stability, not blind optimism: Saion Mukherjee
The market construct looks quite positive. But I do not think we are out of the woods yet. My concern would be how the economy
April 29, 2025