India’s Growth Story Intact | Earnings Upgrade Ahead, FIIs to Return Soon | Srinivas Rao Ravuri　 #ETNOW

Bajaj Life Insurance CIO Mr. Rao tells ET NOW that India’s long-term growth story remains strong, with FY27 earnings expected to grow 15%. He highlights that markets are buoyed by better-than-expected Q2 earnings and positive corporate commentary. Rao remains bullish on consumption, autos, metals, telecom, and financials, but cautious on IT, textiles, and industrials amid global uncertainty. He expects FIIs to return gradually, sees valuations slightly above long-term averages, and recommends staggered investments amid consolidation.

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