Kotak Mahindra AMC Managing Director Nilesh Shah expects a broad-based earnings recovery in Samvat 2083, with large- and mid-cap stocks participating in the market's upward move. He picks BFSI, premium consumption — autos, travel and healthcare — and modern manufacturing as the sectors to watch. Shah says lower oil prices and a reversal in the AI trade could revive FPI flows.
Nilesh Shah bets on earnings recovery in Samvat 2083
Source: Moneycontrol