Investors, take note: The Indian equity landscape enters high-drama mode with Q2 earnings deluge, trade agreement buzz, and a barrage of economic numbers set to determine if the bull run continues or pauses for breath.
Leading the charge are results from index heavyweights in financials, energy, and consumer goods. While aggregate profits are projected to climb, divergence across companies could create sector rotations and alpha opportunities for savvy pickers.
On the trade front, eyes are glued to ministerial-level meetings aiming to iron out agricultural and dairy market access issues with key partners. Success here would be a game-changer for agri-exports and manufacturing supply chains.
Macro indicators round out the picture: core inflation trends, trade balance figures, and services PMI. These will calibrate expectations around growth sustainability and policy normalization paths.
Sentiment gauges show retail optimism tempered by institutional wariness. With VIX creeping up, defensive positioning prevails. Yet, underlying domestic consumption strength offers a buffer. Smart money waits for clarity post these catalysts before committing fresh capital.