Crude, monsoon hold the key to market direction in H2 2025: Bay Capital’s Nikunj Doshi
July 1st, 2025
Nikunj Doshi of Bay Capital anticipates that crude oil prices and monsoon progress will significantly influence Indian equities in the second half of 2025. He highlights opportunities in consumption, digital-first businesses, and financial services. Doshi believes India is becoming a core portfolio allocation for global funds due to its strong growth and macro stability.
As Indian equities navigate through global volatility and domestic shifts, Nikunj Doshi, Managing Partner and CIO-PMS at Bay Capital Investment Advisors, shares his insights on what lies ahead for investors in the second half of 2025.
An an exclusive conversation with ETMarkets Smart Talk, Doshi highlights how two key domestic variables—crude oil prices and the progress of the monsoon—will be pivotal in shaping market sentiment and corporate earnings.
Excerpts from the interview have been covered here on the Economic Times website :-
Posted by Nikunj Doshi, Managing Partner
