FY26's hottest investment theme? SAMCO Mutual Fund CEO Viraj Gandhi says consumption is a must-watch
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As we step into FY26, consumption may emerge as one of the hottest investment themes due to lowering of interest rates and income tax rate cuts, says Viraj Gandhi, CEO, SAMCO Mutual Fund. In this chat with ET Markets, he also talks about 2 other promising sectors - private sector banks and pharma. Edited excerpts: What is your outlook on equity markets for the next 12–18 months, considering global uncertainties and domestic growth trends? Is this the time to buy the fear? Equity market outlook for the next 4-6 quarters would highly be influenced by a mix of global uncertainties and improving domestic growth. On the global front, trade tensions, especially the potential imposition of reciprocal tariffs by the new US President on different countries in early April, may invite short-term volatility and uncertainty in equities. Domestically, the outlook appears to be more positive. Recent improvements in macroeconomic data, such as inflation ...