Indian Stocks Face a Cyclical Correction, Not a Deeper Earnings Reset: Mahindra Manulife MF CIO
Indian equities are undergoing a cyclical correction rather than a structural earnings downgrade, according to Mahindra Manulife Mutual Fund’s chief investment officer. The assessment comes as markets weigh energy price volatility, geopolitical tensions and the longer-term implications of AI-led disruption on employment and corporate margins.
