India’s markets may be consolidating, but Sohum Asset’s Sanjay Parekh sees strong balance sheets and an upcoming earnings recovery. He expects largecaps and financials to lead the next rally, advises buying on dips, and urges investors to stay selective in midcaps. Telecom, autos, and capital goods remain key themes for FY26–27. India’s market fundamentals are strong. Patience will be rewarded for disciplined investors.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets