Domestic tailwinds and global headwinds: Can the rally sustain?
The downturn in the Indian stock market, which began in October 2024, coincided with a slowdown in economic growth and corporate earnings. The post-COVID crash rally, which took the Nifty from 7,511 in March 2020 to 26,277 in September 2024, was fundamentally supported by GDP growth and earnings. During the three years from FY22 toβ¦
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Markets needed this whole correction, now poised for structural upside, says Vikas Khemani
With a host of key triggers set to unfold in the coming weeks, the Indian equity markets appear poised for a structural upside, believes Vikas Khemani, founder of Carnelian Asset Advisors. In an interaction with ET Now, Khemani emphasized how this correction was much needed and how we can now prepare for a structural marketβ¦
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