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Ashwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO market activity. Despite current headwinds like weak earnings, he anticipates lower interest rates boosting domestic demand. Agarwal suggests a long-term view, highlighting opportunities in sectors like non-banking financial services, particularly MFIs, where valuations are attractive.
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Lupin shares jumped 5% after reporting a 52% YoY rise in Q1 FY26 net profit to Rs 1,221 crore, driven by strong US and India sales. Revenue rose to Rs 6,164 crore. While Choice Broking upgraded the stock to 'Buy' with a Rs 2,375 target, Motilal Oswal maintained a Neutral view citing limited upside despite earnings surprise.
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Indian export-oriented stocks fell sharply after Trump announced a 50% tariff on Indian goods like textiles, jewellery, shrimp, and chemicals. Analysts warn of sector-specific pain and stalling investments as trade tensions rise.
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