Sujan Hajra from Anand Rathi Group remains optimistic about India’s growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India’s resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed income for stability.
ETMarkets Smart Talk| Markets at an inflection point; expect 40–50% gains over 36 months: ASK Hedge Solutions’ Vaibhav Sanghavi
Indian stock markets are at a key turning point. Experts predict a strong rally over the next two to three years, potentially delivering 40-50% returns.
December 8, 2025