Indian markets are waiting for a boost as recent earnings met expectations but did not attract foreign investors. The upcoming March quarter earnings will be crucial for growth trends. The Union Budget and global trade talks are also key factors. Midcap stocks are showing improved risk-reward. Sectors like pharma, chemicals, and export-oriented companies are poised for growth.
Indian markets offer value as Budget to keep fiscal path intact: Madhusudan Kela
Market veteran Madhusudan Kela anticipates continued fiscal discipline despite a revenue gap. He highlights opportunities in market corrections, noting that individual stocks are becoming attractive