“CA Rudramurthy BV maintains a bearish stance on Indian equities, advising investors to view market rallies as shorting opportunities. He specifies three conditions for turning bullish: Brent crude below $95, USD-INR below 92, and India VIX below 15. This caution is driven by sustained FII outflows, geopolitical uncertainty from the West Asia conflict, and its economic impact on energy costs and currency stability, which he believes will take at least six months to work through.”

CA Rudramurthy BV’s track record: 17 graded calls · 95% CI 26–69%