Capital market ecosystem stocks: Short term headwind? Yes. But structure stays intact: 8 stocks with upside potential of up to 36%

Are the headwinds for the Indian economy brought on by the latest Gulf war for real? Yes, they are. But here’s the contrarian question worth asking: Does a downturn in market sentiment change the structural story of some sectors? Have the changes being wrought by AI in the IT sector stopped? Have auto companies stopped transitioning to EVs? The short answer is no. And that’s what makes this moment interesting. As an investor, one needs to look beyond the war.