📊 !kotak AMC on Market Outlook

🔸 Market mood remains slightly cautious with persistent FII selling 🔸 Tug of war: FII fear vs. DII FOMO 🏦 🔸 Earnings remain the key driver of India’s long-term growth story 🔸 Q2 could see a mild impact from GST 2.0 rejig 🔸 Stronger momentum expected in H2 earnings compared to H1 Kotak AMC believes that while policy changes play a role, it’s the earnings trajectory that will truly power growth 🚀