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Emkay Investment Managers Shares Expert Insights on Where to Invest Now
M
Moneycontrol•09-10-2026, 13:15
Emkay Investment Managers Shares Expert Insights on Where to Invest Now
- •The Head of Research at Emkay Investment Managers analyzes what Q2 earnings reveal about corporate India and consumer spending.
- •Discussions cover identifying potential market bottoms and deciding between largecap and midcap investments.
- •Key investment themes highlighted include auto ancillary, BFSI, and the FMCG supply chain.
Key Questions Answered
Emkay Investment Managers favors several specific market themes and sectors, including auto ancillary, BFSI (Banking, Financial Services, and Insurance), and the FMCG supply chain.
Second-quarter corporate earnings are anticipated to remain healthy and serve as a crucial trigger for the market, with overall corporate profits expected to grow between 17% and 20% year-on-year.
The recent broader market sell-off and pressure on valuations are largely being driven by macroeconomic headwinds, including high crude oil prices, rising US 10-year bond yields, foreign investor selling, and regulatory uncertainties.
