Hiren Ved, Alchemy Capital, highlights that India’s strategic sectors—defence, semiconductors, healthcare, and consumption-driven markets—offer strong long-term growth amid government support and fiscal measures. While exports face near-term challenges, domestic demand, GST cuts, and fiscal incentives cushion the impact. Nifty earnings may grow 10–12%, with broader opportunities beyond the index.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets