Earnings Upgrade Cycle Begins! Trideep Bhattacharya Sees Big Upside Ahead | Defense & Consumption Up　 #ETNOW

India may be entering a new earnings upgrade cycle, says Trideep Bhattacharya, President & CIO, Equities at Edelweiss AMC. After nearly 18 months of downgrades, the tide is turning with stronger management commentaries across financials and consumer discretionary. Bhattacharya is structurally bullish on defense, expects a consumption revival driven by GST cuts, PSU wage revisions, and income tax benefits, and sees IT as a selective contra play over the next 12-15 months.

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