Monthly Market Outlook by Prateek Agrawal | June 2026 | #MotilalOswalAMC
Speaker: Prateek Agrawal (MD & CEO), Motilal Oswal Asset Management Company (MOAMC)
Core Thesis: Macroeconomic headwinds (elevated crude oil prices, a weakening Indian Rupee, and persistent FPI outflows) are driving a deep valuation correction. However, strong underlying corporate earnings in the broader market mean this is a prime environment for active managers to generate Alpha via mid-caps, small-caps, and structural domestic growth themes.
[00:00:15] Macroeconomic Headwinds & Structural Transformation
References
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