Fund Managers Focus on Earnings, Domestic Investment

Hindustan Times · stocks

Equity investors are looking beyond short-term market volatility caused by oil prices, geopolitics, and interest rates. Fund managers are focusing on India's stable economic fundamentals, including earnings expectations for FY27 and FY28. Key opportunities lie in manufacturing, power, defence, healthcare, and digital infrastructure, alongside the private-sector capex cycle. Investor behaviour is shifting towards disciplined, goal-oriented wealth creation, with SIP inflows remaining consistent even during volatile periods. This indicates a growing base of long-term investors, including those from smaller cities.