03/05/2026
Monthly Market Outlook (May 2026) by Prateek Agrawal
How is the Indian stock market holding up amid elevated oil prices, FPI selling, and a looming monsoon concern?
In this video, we decode the key factors shaping markets in May—from the Middle East conflict, to the government's accelerating push towards energy independence and import substitution.
We also highlight emerging opportunities like the electrification with EV ecosystem and defence indigenisation—along with our portfolio positioning.
Watch till the end to understand how investors can navigate near-term macro headwinds and identify high-growth sectors—as India's earnings cycle picks up in FY27.