Mihir Vora, chief investment officer at TRUST Mutual Fund, expects the Union Budget 2026 to strike a balance between growth and fiscal prudence. He anticipates a continued focus on infrastructure spending and a moderate path of fiscal consolidation. In an interview with Mint, Vora shared his views on the implications of a delayed India-US trade…
Anubhav Mukherjee, co-founder and fund manager at Prescient Capital, believes a broad-based rally is unlikely in the Indian stock market in 2026 due to overvaluations in several pockets. In an interview with Mint, he says he expects healthy earnings in Q3 FY26. “Benchmark Nifty 50 and Nifty 500 may deliver double-digit revenue and earnings growth…
Vinit Sambre, the head of equities at DSP Mutual Fund, is optimistic about the Indian stock market for 2026. “We believe there are enough catalysts for recovery in earnings growth and hence market outlook in the coming year,” Sambre says in an interview with Mint. He says while the near-term outlook looks hazy at times,…
