Earnings set for strong rebound in FY27 after weak FY26, says Mahesh Nandurkar

Indian investors are learning the importance of diversifying beyond domestic equities. Mahesh Nandurkar of Jefferies highlights the need for global exposure. He also notes the Union Budget has become less of a market mover. Corporate earnings are expected to significantly improve next year, driven by factors like inflation and stabilizing interest rates. Nandurkar is optimistic about future market growth.