Market Outlook and Earnings Recovery Indian equities are currently positioned for long-term growth as improving corporate earnings and attractive valuations offset persistent global market headwinds, according to Rupen Rajguru, Wealth Advisor at Julius Baer. While the benchmark Nifty has faced a period of stagnation over the past two years, Rajguru suggests the market is now…
Market Outlook and Macroeconomic Risks Karthikraj Lakshmanan, Senior Vice President of Equity at UTI Asset Management, recently identified crude oil price volatility as the primary macro variable threatening the FY27 earnings outlook for the Indian equity market. Despite geopolitical tensions in the Middle East persisting for over three months, Lakshmanan maintains that the Indian economy…
The Divergence in Banking Performance Rikin Shah, Senior Vice President at IIFL Capital, reported this week that large private sector banks in India are positioned to outperform Public Sector Undertaking (PSU) lenders over the next two years. Analysts project these private institutions to deliver an earnings compound annual growth rate (CAGR) of approximately 15%, significantly…
Rikin Shah, Senior Vice President at IIFL Capital, reported this week that large private sector banks in India are positioned to outperform public sector undertakings (PSUs) over the next two years. Analysts expect these private institutions to deliver a 15% earnings compound annual growth rate (CAGR), significantly outpacing the low double-digit growth projections anticipated for…