360 ONE's Mayur Patel spots opportunities in 4 sectors for your FY27 portfolio

Mayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar manufacturing, which are not fully valued for their medium-long term earnings. He highlights easing liquidity, trade deal benefits, and potential for revived foreign flows, while cautioning on AI disruption in IT services and rich valuations in FMCG and Defence.