Is the Worst Over for Markets? Harsha Upadhyaya's July 2026 Equity Outlook
Автор: Kotak Mutual Fund
Загружено: 2026-07-01
Просмотров: 2180
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Has market volatility created fresh opportunities?
In this insightful conversation, Harsha Upadhyaya shares his outlook on Indian equities as we enter July 2026.
Key topics discussed:
✔️ Impact of US-Iran tensions and crude oil movements
✔️ Market outlook after recent volatility
✔️ Large-cap vs Mid-cap vs Small-cap valuations
✔️ Why Banking & Financial Services remain attractive
✔️ Pharma and Healthcare opportunities
✔️ India's long-term manufacturing growth story
✔️ How investors can stay disciplined during market uncertainty
Watch the full conversation to understand the market factors and developments that could shape the investment landscape in the coming months.
#EquityOutlook #IndianMarkets #MarketVolatility #Valuation #LargeCap #EquityMarket #EquityGrowth #BusinessEarnings #EarningsSeason #FocusedSectors
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