Bajaj Allianz Life’s CIO expects Indian equities to remain constructive over the next 12–18 months, with earnings revival from Q3 FY26. Consumption, pharma, and select financials lead growth prospects, aided by GST cuts and rate relief. QSR stocks, despite recent underperformance, are viewed as contrarian long-term opportunities.
US stock market crash fears ease even as Middle East war rages on
Options traders’ fears of a U.S. stock market crash have significantly receded, with key indices like the Nations TailDex and Cboe Skew returning to pre-Iran