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.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a
December 9, 2025