positive
Broad Market Rally Seen Approaching End of Consolidation Phase
According to JM Financial’s Managing Director & CEO‑Institutional Equities, Ankur Jhaveri, India’s equity markets may be nearing the end of a prolonged consolidation phase, setting the stage for a broad‑based rally heading into FY27. Key growth themes identified include data centres, AI ecosystems, healthcare, CDMOs (contract development & manufacturing organisations) and discretionary retail.
While investors remain cautious, the overall tone is increasingly optimistic amid improving sectoral trends and earnings visibility.
Companies:
- JM Financial
Tags:
- JM Financial
- Ankur Jhaveri
M• By Ayush Samantaray
Explore:High Return Equity Mutual Fund
positive
Broad Market Rally Seen Approaching End of Consolidation Phase
According to JM Financial’s Managing Director & CEO‑Institutional Equities, Ankur Jhaveri, India’s equity markets may be nearing the end of a prolonged consolidation phase, setting the stage for a broad‑based rally heading into FY27. Key growth themes identified include data centres, AI ecosystems, healthcare, CDMOs (contract development & manufacturing organisations) and discretionary retail.
While investors remain cautious, the overall tone is increasingly optimistic amid improving sectoral trends and earnings visibility.
Companies:
- JM Financial
Tags:
- JM Financial
- Ankur Jhaveri
M• By Ayush Samantaray
Explore:High Return Equity Mutual Fund
Breaking
positive
Broad Market Rally Seen Approaching End of Consolidation Phase
1 min read
69 words
JM Financial expects India’s markets to exit consolidation and potentially begin a broad rally by FY27, driven by AI and healthcare themes.
According to JM Financial’s Managing Director & CEO‑Institutional Equities, Ankur Jhaveri, India’s equity markets may be nearing the end of a prolonged consolidation phase, setting the stage for a broad‑based rally heading into FY27. Key growth themes identified include data centres, AI ecosystems, healthcare, CDMOs (contract development & manufacturing organisations) and discretionary retail.
While investors remain cautious, the overall tone is increasingly optimistic amid improving sectoral trends and earnings visibility.
According to JM Financial’s Managing Director & CEO‑Institutional Equities, Ankur Jhaveri, India’s equity markets may be nearing the end of a prolonged consolidation phase, setting the stage for a broad‑based rally heading into FY27. Key growth themes identified include data centres, AI ecosystems, healthcare, CDMOs (contract development & manufacturing organisations) and discretionary retail.
While investors remain cautious, the overall tone is increasingly optimistic amid improving sectoral trends and earnings visibility.
Companies:
- JM Financial
Tags:
- JM Financial
- Ankur Jhaveri
- JM Financial
- Ankur Jhaveri
- equity markets outlook
- India FY27
- growth themes