VERIFIEDET Markets·2 Jul 2026neutral

Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar

AI Summary

·India's equity markets are entering a crucial earnings season with supportive macroeconomic conditions.
·IT sector sentiment is currently subdued due to AI uncertainties and decelerating growth, leading to valuation corrections.
·Aditya Kondawar expresses optimism for consumption-driven sectors like autos and FMCG, anticipating a multi-year growth cycle.