From geopolitical tensions to growth opportunities: Siddhartha Khemka analyses current trends

Siddhartha Khemka of MOSL reports a positive Q1 earnings season with 8-9% growth, despite geopolitical tensions. He anticipates improvements following US-Russia talks and RBI's liquidity boost to enhance corporate earnings in the latter half of the fiscal year. Khemka favors financials, domestic consumption, and FMCGs, highlighting strong government capex driving demand in infra and cement sectors.