FY27 looks better for Indian markets as macros improve: Manish Sonthalia

Indian markets are poised for a stronger financial year, with improving macros, low inflation, and reviving earnings growth expected to drive equities. Investors are reallocating between assets, with a focus on bottom-up stock selection and sectoral tailwinds. Opportunities are seen in financials, industrials, and defensives, while rate-sensitive segments and CDMOs offer further potential.