Harish Krishnan from Aditya Birla Sun Life AMC shares insights on market dynamics. He highlights the shift from macro to micro factors like earnings and capital expenditure. Krishnan anticipates a moderation in global tariff war fears. He suggests focusing on sectors like private banks, FMCG, and chemicals.
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