Markets needed this whole correction, now poised for structural upside, says Vikas Khemani
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With a host of key triggers set to unfold in the coming weeks, the Indian equity markets appear poised for a structural upside, believes Vikas Khemani, founder of Carnelian Asset Advisors. In an interaction with ET Now, Khemani emphasized how this correction was much needed and how we can now prepare for a structural market upswing. He outlined the critical factors that are expected to shape investor sentiment and drive market direction in the near term. According to Khemani, the next month will bring much-needed clarity across several dimensions — including tariffs, corporate earnings, RBI’s policy direction, and SEBI’s regulatory stance. “Yes, uncertainty goes down,” he said, adding that a lot of the excessive valuations have already been corrected and earnings expectations have been pushed forward, making valuations appear more reasonable. He emphasized that a "decisive rally in the markets would happen once the environment for th...