Energy, banks, EMS stand out as key bets in volatile market: Manish Sonthalia
Global crude oil prices, geopolitical uncertainty in West Asia, and earnings downgrade risks are currently driving market direction more than any domestic trigger, according to Manish Sonthalia, CIO, Emkay Investment Managers. In a conversation with ET Now, he flagged oil as the single most important variable for Indian equities, warning that sustained supply disruption could materially alter FY27 earnings estimates…
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