Mahesh Nandurkar suggests much good news is already factored into market prices. Earnings growth for fiscal year 26 is expected around 10 to 11 percent. Macroeconomic data indicates a potential slowdown. Monsoon’s early arrival impacted June quarter data. Banking sector supports valuations. A selective approach is advised, focusing on value-driven sectors.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets