Market Commentary LIVE: Naveen Kulkarni Decodes The Next Big Market Opportunity

Join Business Today Television for an insightful market special featuring Naveen Kulkarni, CIO, Axis Securities PMS, as we decode the road ahead for Indian equities. With markets navigating global uncertainty, monsoon concerns, currency movements and shifting sectoral trends, where should investors place their bets? Naveen Kulkarni shares his outlook on earnings growth, market valuations, midcap and smallcap opportunities, banking, pharma, capital goods, EMS and healthcare themes. He also explains why Axis PMS remains cautious on IT despite attractive valuations and discusses the impact of AI-driven global trends on markets. From portfolio positioning and sector preferences to global flows, FCNR deposits and the outlook for FY27, catch this comprehensive discussion packed with actionable insights for long-term wealth creation and smarter investing.