Dipan Mehta suggests that while the RBI’s recent policy move boosted market sentiment, especially for lenders, the market’s next rally hinges on strong corporate earnings amidst tax cuts and improved lending. Uncertainty surrounding potential US trade tariffs looms, impacting global markets. Mehta expresses concern over Maruti’s EV strategy, favoring M&M and Eicher.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets