In an exclusive conversation with Aastha Chopra, Kotak Securities MD & CEO Shripal Shah said India’s market macros are perfectly aligned, supported by low inflation, strong GDP numbers, multiple rate cuts and recent tax reductions. He projected 17% earnings growth for FY27, a follow-up 15% the year after, and a base-case Nifty outlook of 29,120. Shah also advised retail investors to rebalance towards large caps and highlighted gold and silver as key diversification tools.

See Full Page