Manishi Raychaudhuri favors private sector banks due to potential consumption and investment rebound, alongside consumer discretionary stocks benefiting from tax cuts. Industrials, boosted by infrastructure spending and defense equipment manufacturing, are also promising. While cautious about generics, he sees potential in domestic healthcare, particularly hospitals and diagnostics, driven by increasing urban affluence.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts
June 30, 2026