“Market will watch spread of the monsoon, AI flows as well as guidance from the companies.”
FinTech BizNews Service
Mumbai, 15 June 2026: Nilesh Shah, MD Kotak Mahindra AMC, has shared his studied view on the US-Iran Deal:
“The announcement of US Iran deal finally happening will prop up market initially. Focus will be on the normalisation on the ground with supply chain flowing and prices coming back to double digits.
Market will watch spread of the monsoon, AI flows as well as guidance from the companies. We recommend clients to follow asset allocation Dharam and remain neutral weight to equity with overweight to mid-caps.”
