Indian equity markets are experiencing a choppy phase, surprising investors despite intact fundamentals. Market veteran Dipan Mehta remains optimistic about the current earnings season, anticipating a potential rally beyond previous highs. He also favors wealth management firms over AMCs for financialization plays and sees a positive outlook for the IT sector driven by AI.
EU trade deal may give a big push to tech transfers, exports & more
India’s auto component sector anticipates accelerated technology transfers, joint ventures, and exports with the proposed EU free trade agreement. This pact is poised to boost