Bharath S. of Sundaram MF highlights consumption and localization as pivotal themes for India's medium-term growth, driven by policy support for domestic value addition. Despite recent market underperformance, he remains optimistic about equities, citing strong fundamentals and a bottom-up stock-picking approach. He advocates for multi-asset funds for balanced portfolios, noting precious metals' role as stabilizers.
Finance
September 30, 2025
Sundaram MF's Bharath S. on what will drive wealth creation in Indian markets over next 3–5 years
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