Valuations, volatility and opportunity: Decoding India’s markets

Podcast: businessline podcasts · BusinessLine

Opublikowano: 2026-10-21

After two years of subdued market performance and sustained selling by foreign investors, is India poised for a stronger earnings cycle? In this episode of the businessline Podcast, Lokeshwarri SK speaks with R. Sivakumar, Chief Investment Officer, Axis Mutual Fund, about the outlook for Indian equities and the key drivers shaping markets in FY27. Sivakumar explains why he believes earnings growth is rebounding, supported by improving nominal GDP growth, resilient corporate profitability, operating leverage and a stronger export environment. The conversation explores whether recent corrections have made valuations more attractive, the opportunities and risks in...