Expert view, Sept. 17 -- Sneha Poddar, VP of research at wealth management, Motilal Oswal Financial Services, expects the Nifty 50 to end the year with healthy gains. She believes GST reforms, India's sovereign rating upgrade after 18 years, RBI's liquidity support, and government stimulus should aid earnings growth. In an interview with Mint, Poddar shared her views on the Indian stock market, current valuations, sectors she is positive about, and strategy for the mid and small-caps. Here are edited excerpts of the interview:
The Indian stock market has been volatile and subdued this year, weighed down by weak earnings and global headwinds, including geopolitical concerns.
That said, we believe the impact of US tariffs on India will be...
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