2 near-term triggers for the market; earnings visibility highest in consumption-driven sectors: Sandeep Bhatia

Sandeep Bhatia of Macquarie Capital highlights the importance of state elections and US political stability for market triggers. He emphasizes earnings visibility in domestic consumption sectors and discusses trends in the auto industry, particularly luxury cars and SUVs. Bhatia also notes the potential impact of interest rate adjustments on NBFCs and private sector banks. Sandeep Bhatia of Macquarie Capital highlights the importance of state elections and US political stability for market triggers. He emphasizes earnings visibility in domestic consumption sectors and discusses trends in the auto industry, particularly luxury cars and SUVs. Bhatia also notes the potential impact of interest rate adjustments on NBFCs and private sector banks.  Economic Times