Indian markets delivered strong earnings, but opportunities vary. Autos show stable demand with input cost risks. Chemicals are a potential dark horse for the next 18 months. PNB Housing stands out in housing finance. IT services remain underweight due to AI …
India's fintech sector saw $513 million in funding in the first quarter of 2026. Capital is now going to fewer companies, with larger investments. Mumbai leads funding, driven by lending and housing finance. Late-stage investments are up, indicating a focus o…