Market Commentary | Dikshit Mittal, LIC MF | Markets, Sectors & Investment Outlook

Join Business Today Television for an insightful market discussion with Dikshit Mittal, Senior Fund Manager - Equity, LIC MF. Mittal says market sentiment remains positive, supported by resilient corporate earnings, limited earnings downgrades and improving growth expectations for FY27. He highlights manufacturing, domestic healthcare, private banks and NBFCs as key sectors to watch, while remaining cautious on IT despite the recent rally. Mittal also shares his view on FCNR flows, saying $50-60 billion of inflows could provide meaningful support to liquidity and the rupee. He expects mid- and small-cap stocks to continue offering alpha, while large caps may also deliver better returns. The discussion also covers New Age companies, market valuations, cash levels, Diwali outlook and the rupee.