Nilesh Shah of Kotak AMC suggests that Indian equities appear promising compared to other emerging markets, with expected earnings growth in the high single to low double digits. Despite potential market volatility and global uncertainties, a long-term investment view is advised. He anticipates outperformance in midcap IT and consumer discretionary sectors, while cautioning about potential real estate and commodity disappointments.
Bullish Bets: Vinit Bolinjkar maps out India’s next big market winners
Indian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industrial companies. He highlights mid-sized banks like
May 28, 2026