India’s domestic fundamentals remain strong amid global headwinds: Axis Securities CIO

As India enters the new financial year FY26, investors are navigating a complex landscape of domestic opportunities and global uncertainties. To help make sense of what lies ahead for the markets, Naveen Kulkarni, Chief Investment Officer at Axis Securities, shares insights on everything from RBI’s monetary policy shift to sector-specific opportunities, global trade tensions, and the themes that could define Indian equities in the coming fiscal year.

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