Krishna Sanghavi, CIO-Equity at Mahindra Manulife, expects some growth pickup in H2FY25 compared to H1FY25. He believes the market is in a consolidation phase post a significant rally. While FII selling has impacted the market, the underlying fundamentals remain strong. SIP flows are expected to continue growing, driven by India’s economic growth and investor discipline. A Santa Claus rally is possible, but the long-term outlook depends on factors like GDP growth, macro conditions, and corporate earnings.
ETMarkets Smart Talk| India’s IPO boom far from over: $20 billion pipeline seen in 2026, explains Maulik Patel
India’s capital markets are poised for a strong 2026, with IPO momentum expected to continue and an estimated $20 billion in fundraising. Robust domestic liquidity,