Indian equities showed resilience in Q4 FY26, but Q1 FY27 earnings may disappoint due to geopolitical tensions and energy disruptions. Kotak Mahindra AMC’s CIO, Harsha Upadhyaya, advises caution, highlighting banking, hospitals, and power as preferred sectors. Markets anticipate sideways movement until geopolitical clarity emerges.
India, Canada launch trade & investment forum
India and Canada have launched a trade and investment forum to boost commercial engagement and enhance connectivity. Commerce Minister Piyush Goyal’s visit also saw discussions