“Bearish on Indian equities, as market sentiment is likely to remain under pressure if elevated oil prices persist, potentially hurting key economic indicators and growth dynamics. Rising US 10-year yields, reflecting inflation risks and a hawkish Fed, along with new US tariffs, add further headwinds, especially for technology-focused markets.”

Vinod Nair’s track record: 6 graded calls · 95% CI 10–70%