Sandip Sabharwal highlights the unexpected de-linkage of Indian markets from global trends, noting a significant sell-off in various segments without major global events to justify it. He emphasizes the potential for recovery in large caps and NBFCs, while also pointing out that Indian markets appear oversold and relatively cheap, suggesting a cautious optimism for future performance.
about Indian Markets Show Surprising De-linkage from Global Trends Amid Sell-offSandip Sabharwal
0 posts last weekIndia’s Stock Market Faces Pressure Amid China’s Market Resurgence and Capital Outflows
India’s stock market is under pressure as capital flows shift towards China, driven by economic stimulus and regulatory easing, leading to a significant loss in market capitalization for India. Despite this, analysts believe India’s long-term growth story remains intact, with expectations of foreign investment returning in the coming months as corporate earnings improve. The current trend may be temporary, with India still recognized for its solid growth potential amidst global uncertainties.
about India's Stock Market Faces Pressure Amid China's Market Resurgence and Capital Outflows