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MARKETS-ECONOMIC TIMES · INDIAN ·

NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin Raheja

As reported by Markets-Economic Times
Market participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital infrastructure as crude prices soften and West Asian tensions ease. Market expert Nitin Raheja of Julius Baer Wealth Advisors sees a cautiously optimistic outlook, with improving medium-term prospects for Indian equities despite near-term volatility.
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Market participants are shifting portfolios towards financials, autos, defence, and digital infrastructure as crude prices decline and West Asian tensions ease. This recalibration is driven by a cautiously optimistic outlook for Indian equities, with improving medium-term…

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