Market expert Sunil Subramaniam has advised caution for investors amid geopolitical uncertainty and rising input costs. He highlighted consumer durables, capital goods and public sector banks as preferred sectors.
Sunil Subramaniam stated that volatility is expected to remain elevated in the near term. Crude prices, Reserve Bank of India policy decisions and first-quarter earnings will shape market movements over the coming months, according to his assessment.
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.
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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.
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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.