
Indian stock markets remain sensitive to global interest rate decisions, foreign fund flows and domestic earnings. The discussion examines the impact of US Fed and BOJ rate hikes, currency pressure and the possibility of RBI action. Kshitiz Mahajan, CEO, Complete Circle, shares his views on India’s strong quarterly earnings, the challenges facing Nifty and the impact of FII selling on large-cap stocks. With IT, FMCG and banking sectors facing growth concerns, investors may need a dynamic portfolio approach.