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Devina Mehra of First Global believes Indian equity markets are in a bottoming zone, advising investors to stay invested. She anticipates 2026 will be a better year than 2025, with sector rotation continuing. While acknowledging earnings disruptions, she remains constructive, seeing power as a key growth area and the IT sector as evolving, not dead.
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Shares of automakers like Maruti Suzuki and Bajaj Auto rose after strong April sales data lifted sentiment. The gains pushed the Nifty Auto index over 1% higher, led by robust performance from key players.
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Indian real estate developer Godrej Properties reported ​a 70% rise in ​fourth-quarter profit on Monday as demand ​for residential apartments stayed high.
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Berkshire Hathaway enters new era under Greg Abel, maintaining Warren Buffett’s legacy, emphasizing disciplined capital allocation, strong operations, cautious AI stance, and long-term value creation amid evolving leadership dynamics.
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US markets are driven by strong corporate earnings and a stable labor market, defying global geopolitical tensions. While investors hope for negotiation, unpredictable political rhetoric and potential oil price spikes pose risks, especially for emerging markets like India. Economies are better equipped to absorb shocks than in past decades, but caution remains advised.
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