Market outlook cautious as FIIs, global risks keep investors on edge: Sunil Subramaniam

September 27, 2025

Market direction remains uncertain amid external policy risks, currency volatility, and crude price fluctuations. Short-term focus is on consumer sectors, while long-term opportunities lie in real estate, industrials, and PSU banks driven by consumption and private capex.

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Federal Reserve Chairman Kevin Warsh declared unwavering commitment to the 2% inflation target, signaling no monetary policy easing despite President Trump’s calls for rate cuts.

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