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Goldman Sachs Timothy Moe expects India to stage an earnings-led comeback in 2026, with MSCI India earnings growth seen at 15%. Valuations are expensive but defensible, limiting upside from re-rating. A recovery in earnings, domestic consumption, financials and policy support could help revive foreign investor interest later in the year.
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News and Media
The sell-off was broad-based, with all sectoral indices finishing lower and midcap and smallcap stocks seeing notable wealth erosion.
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News and Media
Anand James, Chief Market Strategist at Geojit Investments Limited, shares his view on Niftys fragile technical setup, the likelihood of heightened volatility around the Budget, and whether oversold stocks like Kalyan Jewellers are poised for a relief rally.
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News and Media
A key shift we expect is transition in policy emphasis from stimulating consumption to enabling production, reflecting a broader economic pivot from a Buy India approach to a Build India agenda.
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News and Media
Oil prices extended gains on Monday after climbing more than 2% in the previous session, as tensions between the U.S. and Iran kept investors on edge even after Kazakhstan's main export pipeline resumed full operations.
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News and Media
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