India Macro Turns: Hormuz, Crude & Tariff Drag Fade as IT, AI and Monsoon Take the Wheel

A cautiously constructive mid-year pivot for Indian equities as energy and trade headwinds recede, but the IT-AI-monsoon upside thesis lacks hard data and needs independent validation before trading on it.

ndtv-profit-business · 7/4/2026, 9:31:02 AM · Ask about this →