Although the market has consolidated, the overall reaction is modest, largely because investors still assume that the economic fallout will be temporary and is supported by strong domestic inflows.
Against this backdrop, Bernstein has trimmed exposure to consumption-downgrading staples and autos to Underweight given inflation headwinds, limited policy support.
BSE, Hitachi Energy, GE Vernova, Syrma SGS, Force Motors, HBL Engineering and Laurus Labs have gained more than 50% each after these companies reported over 50% growth in profit in Q1 and Q2 of FY26.
From private equity to investment in digital infra, India's HNIs and ultra-rich are driving the next wave of wealth creation, said wealth managers at the Business Standard BFSI Insight Summit 2025
Motilal Oswal says Indian equities could be set for a turnaround as the pace of earnings downgrades slows, liquidity stays surplus, and government measures lift demand