Falling crude, stronger rupee could boost earnings outlook for India: Deepak Shenoy (opens original article in a new tab)

Lower crude prices, a stronger rupee, and improved macroeconomic conditions may support Indian equities, while global AI and semiconductor markets face valuation challenges. Base metals and healthcare sectors show growth potential.

• Lower crude prices and a stronger rupee may improve Indian corporate earnings
• Global AI and semiconductor markets face potential valuation adjustments
• India's macroeconomic conditions show improvement with inflation moderation
• Base metals benefit from global capital expenditure growth
• Pharmaceutical and healthcare sectors offer long-term investment opportunities