‘Earnings Growth To Drive India’s Long-Term Story’ | Nilesh Shah On GST 2.0, Consumption & More　 #ETNOW

Nilesh Shah, MD, Kotak AMC, shares his views on India’s market outlook, earnings revival, GST rationalisation, and sector opportunities. He explains why the next big earnings growth story is likely FY27, not FY26, and highlights where investors should position portfolios — from consumer discretionary and defense to IT accumulation. He also weighs in on the fear vs FOMO battle shaping market sentiment.

#etnow #marketexpert #india #longterminvesting #gstreforms #gstnews #consumption #topnews #trending #earnings #fmcg

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