Digital Commerce & Telecom To Lead India’s Next Bull Run | Rajesh Bhatia | ITI MF CIO | Business　 #ETNOW

After a year of consolidation, Indian markets may be on the verge of a breakout. Rajesh Bhatia, CIO at ITI Mutual Fund, says the only hurdle now is the 50% U.S. tariff on India — a reduction to 25% could trigger a major rally.
He expects earnings to rebound sharply by FY27, supported by government reforms, GST cuts, and rate reductions. Bhatia highlights two mega investment themes for the next 2–3 years: Digital Commerce and Telecom, both set to deliver strong growth and profitability. Watch this insightful conversation to know where India’s next bull run could come from.

#indianstockmarket #niftytoday #rajeshbhatia #itimutualfund #marketoutlook #digitalcommerce #telecomstocks

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