Even as equity markets consolidate from record highs, the medium-term outlook remains firmly positive on improving earnings momentum, stabilizing macro indicators and a strong recovery in consumption, says Vaibhav Sanghavi, CEO of ASK Hedge Solutions.Speaking to ET Now, Sanghavi said the recent market size may seem “slightly uncomfortable” but the underlying trends point to a […]
Indian stock markets may be nearing their next big rally – and the financial sector (BFSI) could be the sector leading the way, says Rohit Seksaria, fund manager at Sundaram Mutual. Speaking to ET Now, he said that with government tax cuts, GST rationalisation, RBI rate cuts and liquidity measures kicking in, macro conditions can […]