Crude correction next big market trigger: Seksaria
Synopsis Indian equities are poised for a positive shift as falling crude oil prices ease inflation and currency concerns, according to Sundaram Mutual's Rohit Seksaria
Synopsis Indian equities are poised for a positive shift as falling crude oil prices ease inflation and currency concerns, according to Sundaram Mutual's Rohit Seksaria. While expecting a temporary earnings dip, he sees banks and NBFCs leading a rebound. Seksaria also highlights opportunities in data centers, hospitals, niche IT, and auto ancillaries, anticipating a market re-rating even without immediate foreign investor inflows.
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