Ajay Khandelwal anticipates India’s equity markets will be driven by clean energy, manufacturing, and digital platforms as it progresses towards its 2047 goals. He advises focusing on companies benefiting from domestic growth and diversified exporters, favoring those with strong financials. Khandelwal expects market volatility in the near term, but anticipates earnings growth to broaden from Q2 FY26 onwards.
Groww’s Ishan Bansal sees structural shift in derivatives participation post regulatory changes
Derivatives business faces a structural reset post FY25 regulatory changes, with growth now driven by a smaller but stable customer base, increased market volatility, and