Indias corporate confidence is surging, says Anand Rathis Varun Saboo, as autos, banks, defence, aerospace and energy emerge as the strongest multi-year growth themes. With GST reforms boosting demand, valuations turning attractive, and earnings visibility improving, Saboo expects Indias next market upcycle to accelerate. PSU banks, two-wheelers, and defence-led manufacturing remain top high-conviction bets.

See Full Page