VERIFIEDEconomic Times News·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 affected by AI uncertainties and slowing growth, leading to valuation corrections.
·Aditya Kondawar is bullish on consumption themes like autos and FMCG, anticipating a multi-year growth cycle.