War, oil, and opportunity: Abakkus Mutual Fund's Sanjay Doshi on India's 5-year winners

Despite geopolitical shocks, Abakkus Mutual Fund's Sanjay Doshi remains bullish on India's long-term growth story, viewing market consolidation as an opportunity. He identifies manufacturing, financials, and premium consumption, alongside new-age themes like EVs and defence, as key drivers for India's next growth phase.