Capital Market Stocks To Outperform Nifty? Feroze Azeez Shares His Samvat 2083 Outlook

Will capital market stocks outperform the broader market in Samvat 2083? Feroze Azeez, Joint CEO, Anand Rathi Wealth, believes the capital markets index could outperform the Nifty by 4–5% on a compounded basis, citing the sector's high-beta nature and the ongoing market recovery. He also shares his assessment of the latest earnings season, maintaining his expectation of 14% Nifty earnings growth. With small caps already displaying 27% earnings growth, he sees improving earnings visibility. Azeez also turns positive on FMCG stocks after their recent underperformance and discusses sector opportunities for the remainder of the financial year.