Despite higher nominal valuations, selected sectors continue to offer a compelling view of structural growth. Viraj Gandhi, CEO, SAMCO Mutual Fund, believes that defence, financials and consumer discretionary sectors are well-positioned to benefit from policy support, balance sheet strength and changing demand dynamics. He advocates a momentum-based, risk-calibrated approach to navigating the current market cycle.Edited […]
Driven by stabilizing global interest rate dynamics and a gradual increase in enterprise technology budgets, Viraj Gandhi, CEO of SAMCO Mutual Fund, believes India’s IT stack is positioned for a moderate comeback in 2026. While the sector faced a challenging 2025 amid subdued discretionary spending, he expects improving deal traction, recovery in margins and normalizing […]