Ashish Gupta of Axis Mutual Fund remains optimistic about market fundamentals despite global uncertainties. He notes improvements in GDP growth and positive economic indicators but highlights that earnings growth may be more company-specific rather than broad-based, with selective sectors showing better visibility.
ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh Nahar
Despite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar details their disciplined strategy