Indian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC’s Nimesh Chandan sees this as a chance to buy good companies at attractive prices. Financials, materials, and industrials are favored sectors. Consumption is recovering broadly. Long-term investors can build positions for future growth.
Rupee at risk? BOP pressure, oil shock and capital flows hold the key, says Rahul Bajoria
The Indian rupee faces potential weakening to 94 against the US dollar by mid-2026 due to rising oil prices and a widening current account deficit.