Markets are oscillating between sentiment and fundamentals, with global disruptions impacting near-term earnings. Raunak Onkar of PPFAS Mutual Fund highlights that while growth expectations are long-term, supply chain issues may affect upcoming quarters. He remains positive on the structural trajectory of financial services and technology, despite AI concerns.
​Markets are oscillating between sentiment and fundamentals, with global disruptions impacting near-term earnings. Raunak Onkar of PPFAS Mutual Fund highlights that while growth expectations are long-term, supply chain issues may affect upcoming quarters. He remains positive on the structural trajectory of financial services and technology, despite AI concerns. by Soban News (international And National News)
