Harshad Patwardhan from Union AMC anticipates Indian markets will improve in the second half. Foreign fund outflows and IT sector pressures currently challenge performance. Festive demand, GST cuts, and RBI rate adjustments will boost consumer sentiment. Earnings growth is expected from the second half. Foreign institutional investment may return as trade issues resolve.
ETMarkets Smart Talk| Festive season, policy measures likely to lift consumption and corporate earnings, says Harshad Patwardhan
October 3, 2025October 3, 2025|
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The word seven was written as "saven", thousand became "Thursday", hundred was written as "harendra", and instead of sixteen, the writer had written "sixty".