Oil shock and slowing AI investment pose risks to India’s recovery, The Economic Times reports, citing Nuvama
The Economic Times reports that Nuvama Institutional Equities expects pressure on corporate margins from Q2FY27, with small- and mid-cap companies and cyclical sectors particularly exposed.
TLDR
The Economic Times reports that Nuvama Institutional Equities sees growing risks to India’s economic recovery from an oil supply shock, fading domestic stimulus and slowing AI investment. The brokerage expects pressure on corporate margins to emerge from the second quarter of fiscal 2027, with small- and mid-cap companies and cyclical sectors particularly exposed.
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