Market Views

Market Views - June 2026, by Hiren Ved

JUN 2026

Earnings Recovery Strengthens as Commodities and EV Adoption Accelerate

Commodity-led earnings growth, rising EV adoption, and electrification trends support optimism despite margin pressures and energy-driven inflation.

Market Views - May 2026, by Hiren Ved

MAY 2026

Strong Earnings Recovery Amid Geopolitical Risks and Energy Uncertainty

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Market Views - April 2026, by Hiren Ved

APR 2026

Geopolitical Tensions Threaten Recovery, Yet Markets Show Resilience

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