Expect 10-12% earnings growth this year; betting on FMCG for next 12-18 months: Varun Goel

Varun Goel anticipates a significant earnings growth for the Indian market, driven by rate cuts, tax reductions, and a favorable monsoon. While acknowledging global tariff concerns, he favors domestic-focused sectors like FMCG, infrastructure, and vehicle finance. He remains positive on NBFCs and expects gold loan companies to thrive in the current economic climate.