Expert view: Selective bets & strong fundamentals amid global chaos, says Vinod Nair

Indian equities continue to show resilience amid global geopolitical tensions, volatile crude, and a global tech sell-off, with Nifty50 finding steady support in the 23,900 to 24,100 range. Early Q1FY27 results suggest earnings growth may be better than feared, lowering the risk of broad-based downgrades, with management commentary from IT and banking pointing to stable demand and gradual improvement. The outlook favours selective stock picking, with large-caps offering better risk-reward, private banks driving sector strength, and a moderation in FII selling raising the prospect of renewed foreign inflows.