Marknadsexperten Sunil Subramaniam manar investerare till försiktighet mitt i geopolitisk osäkerhet och stigande insatskostnader. Han lyfter fram sällanköpsvaror, kapitalvaror och statligt ägda banker som prioriterade sektorer.
Sunil Subramaniam uppger att volatiliteten förväntas förbli hög på kort sikt. Enligt hans bedömning kommer råoljepriser, Reserve Bank of Indias policybeslut och resultaten för årets första kvartal att forma marknadsrörelserna under de kommande månaderna.
Nifty 50 firms expect double-digit revenue growth for the June 2026 quarter but project only single-digit profit increases due to rising costs. Input cost inflation and higher crude prices are squeezing margins across sectors.
Rapporterad av AI
Corporate India posted robust revenue increases during the March 2026 quarter. However, rising input costs and a weaker rupee pressured operating margins across many companies.
Foreign investors bought Indian financial stocks worth more than 14,000 crore rupees in the second half of June. The purchases marked their highest level in the sector during that period and turned overseas investors into net buyers of Indian equities.
Rapporterad av AI
Several prominent Indian investors experienced notable portfolio losses during the first quarter amid a sharp market downturn. Hemendra Kothari and Mukul Agrawal saw declines exceeding 25 percent. Madhusudan Kela's holdings dropped by 21 percent.