🟦 Equity Outlook – Neutral View (Oct 2025)
📊 Market Pause: Indian equities cooled off in Q2 FY26 after strong gains last quarter.
📈 Performance: Nifty & Sensex up slightly; India trailed other emerging markets this year.
🌎 Global Trend: Weaker US dollar lifted emerging markets & commodities.
📉 Opportunities: EMs may catch up further as US growth slows.
🏛️ India Focus: Government boosting consumption via tax cuts & easier credit.
🔍 Our View: Neutral stance – valuations fair, reforms ongoing, sentiment steady.
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