Axis MF’s Karthik Kumar: Earnings Floor In Place, Autos & Staples Set To Shine | Stock Market #ETNOW
Axis MF’s Karthik Kumar: Earnings Floor In Place, Autos & Staples Set To Shine | Stock Market
Karthik Kumar of Axis Mutual Fund sees Indian markets recovering from time correction, with earnings stabilizing post-cuts from wars and tariffs. Green shoots from RBI/GST actions, dovish global banks. Quant strategy favors low-vol stocks; bullish on autos, staples, financials, telecom, tourism, power T&D. Underweight IT due to visibility issues.
#indianmarkets #axismutualfund #quantstrategy #earningsrecovery #autosector #financials #telecomgrowth #gstcuts #diwaliwithetnow #muhurattrading #muhurattradingwithetnow #etnow
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