Big Review 2026: Market Outlook, RBI Policy, and Investment Strategies | HDFC Securities Q&A

In this exclusive Q&A session from the Big Review 2026, the leadership team at HDFC Securities - Dhiraj Relli, MD & CEO; Unmesh Sharma, Head of Institutional Equities; Varun Lohchab, Chief Research Officer - Equities and Devarsh Vakil, Head of Prime Research address pressing questions from leading media outlets. The panel provides a comprehensive breakdown of the Indian economy's outlook, navigating through global geopolitical shifts and the latest RBI Monetary Policy Committee announcements. Key Discussion Points: • Market Forecasts: Projections for Nifty and Sensex, including potential timelines for hitting all-time highs by Diwali. • Earnings & Sectors: Forecasts for Q4 earnings and why the trade between PSU and Private banks is now more balanced. Macro Trends: The trajectory of Crude Oil (averaging $100 in the near term) and the stability of the Indian Rupee (INR) in the 92-95 range. • FII Dynamics: A deep dive into the recent 71 3 lakh crore outflow and how India compares to other emerging markets like Korea and Taiwan. Asset Allocation: Comparing the attractiveness of Equities versus Gold and Silver for the current financial year. • Investment Strategy: Why a staggered approach (SIPs) is essential to navigate current volatility and avoid "catching a falling knife. Read the Big Review Report today - Link in comments! #HDFCSecurities #StockMarketIndia #Nifty50 #RBIPolicy #Investing #FY27 #EquityResearch #MarketOutlook

Added 13 Apr 2026