Indian equity markets have bounced back sharply, and with geopolitical tensions in West Asia easing, market strategist Mayuresh Joshi, Head-Equity Marketsmith India sees a cleaner earnings runway opening up for the second half of the year, even as the near-term remains bumpy.
"The earnings outlook which probably looked very hazy a few weeks back, there is now some element of hope in terms of a strong earnings recovery as we head into the second half," Joshi told ET Now, framing the current moment as one of cautious optimism rather than full-throttle conviction.
