Expert View: Roop Bhootra, CEO - Investment Services, Anand Rathi Shares and Stock Brokers expects Nifty-50 to deliver 16% earnings growth in FY25. The earnings outlook for small caps as per him still looks the best among all (large, mid, small caps) for 2025-26.
The results have been decent so far and if we look at the domestic-focused sectors then it is good. Currently, markets have seen a sharp runup leading into the results season and now trading at reasonable valuation.
A combination of factors better corporate Q4 results in FY23, return of the foreign institutional investors (FII), Indias improving macroeconomic data, being the brightest among the emerging market and small investors not wanting to be left .