Manufacturing exports, earnings revival and AI: Why Mukul Kochhar sees Indian market staying resilient

May 14, 2026

Strong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India’s equity markets, according to Mukul Kochhar. Despite geopolitical headwinds, robust corporate profitability and favorable trade agreements are expected to drive growth, with AI reshaping the IT sector’s future opportunities.

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