Indian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second half. While Q1 may be challenging due to supply chain issues and inflation, strategist Mayuresh Joshi advises investors to look beyond the near-term. He favors pharma, domestic engineering, and power sectors, with specific interest in midcap private banks like Karur Vysya Bank for their robust performance.
Strategist Mayuresh Joshi is optimistic about Indian markets, predicting a recovery and stronger earnings in the second half, despite near-term challenges from supply chain issues and inflation in Q1. Joshi advises investors to look beyond immediate hurdles, favoring sectors…
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