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Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.
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News and Media
In fact, some of them have even more than that. So, which means that now the recovery will happen. So, if we analyse what had happened in last two months, market has been very brutal, wherever there was no growth or the valuation was very high and if the combination was there, no growth and high valuation, then the stocks just went for a toss.
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News and Media
Sensex closed marginally down in a volatile session as IndusInd Bank fell 27% due to selling pressure, while PC Jewellers rose 0.8% and Mold-Tek increased by 0.2%. Experts recommend avoiding IndusInd Bank and suggest potential buys in PC Jewellers and Mold-Tek on dips.
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News and Media
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