Is the Worst Over for Markets? Harsha Upadhyaya's July 2026 Equity Outlook
Has market volatility created fresh opportunities? In this insightful conversation, Harsha Upadhyaya shares his outlook on Indian equities as we enter July 2026. Key topics discussed: ✔️ Impact of US-Iran tensions and crude oil movements ✔️ Market outlook after recent volatility ✔️ Large-cap vs Mid-cap vs Small-cap valuations ✔️ Why Banking & Financial Services remain attractive ✔️ Pharma and Healthcare opportunities ✔️ India's long-term manufacturing growth story ✔️ How investors can stay disciplined during market uncertainty Watch the full conversation to understand the market factors and developments that could shape the investment landscape in the coming months. #EquityOutlook #IndianMarkets #MarketVolatility #Valuation #LargeCap #EquityMarket #EquityGrowth #BusinessEarnings #EarningsSeason #FocusedSectors Visit us on other platforms- Facebook - / kotakmf Twitter - / kotakmf Instagram - / kotakmf LinkedIn - / kotak-mutual-fund
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