In this episode of Business Today TV’s Market Guru Series, Daljeet Singh Kohli, Head of Equity at Roha Asset Managers LLP, shares his outlook on India’s stock markets and where investors should focus next. Kohli believes the market is entering a strong growth phase supported by robust policy action, liquidity, and improving sentiment. He expects small and midcaps to outperform in the coming months as earnings upgrades replace the recent downgrades. Sectors like consumption, BFSI, and select chemicals are showing promise, while he remains cautious on global trade uncertainties. Kohli says India’s growth-first approach and resilient corporate earnings signal that the second half of FY25 could deliver strong returns for patient investors.

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