Sujan Hajra from Anand Rathi Group remains optimistic about India’s growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India’s resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed income for stability.
F&O Talk| Nifty’s narrow range breaks on Iran-Israel tensions; 24,450–24,500 emerges as key support: Sudeep Shah
Amidst escalating geopolitical tensions, Indian markets faced a downturn, with the Nifty and Sensex both declining. Analyst Sudeep Shah suggests a cautious approach, highlighting crucial
June 14, 2025