Aman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 bps in upcoming quarters. He favors defensive and structural themes like renewables, pharma, and domestic manufacturing, while remaining cautious on IT due to AI and valuation concerns.
No runaway rally likely; markets to trade in broad range: Sameer Dalal
Equity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon risks. Sameer Dalal of Natverlal &