Fund Manager Talk | Ajay Khandelwal on India @ 2047: Markets, shifts, and opportunities ahead

August 23, 2025

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.

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