#sameer-dalal

India growth story , not AI trade reversal , will drive foreign flows : Sameer Dalal

Markets supported by liquidity, but valuations running ahead of fundamentals: Sameer Dalal

Indian markets are supported by strong domestic liquidity, but valuations are questioned against fundamentals and growth expectations. Sameer Dalal of Natverlal & Sons Stockbrokers remains cautious on earnings visibility for FY27, while favoring long-term pro…

Sameer Dalal warns Indian markets may lag as oil import costs rise

Indian markets face headwinds from elevated crude oil prices, unlike the US which benefits from exports. Market expert Sameer Dalal warns that FMCG margins may have peaked due to rising logistics costs, and Q1 earnings could be subdued as companies face highe…