SENSEX
NIFTY
GOLD
USD/INR

Weather

image 24    C

Markets News

News

Markets / The Economic Times

details

Axis Mutual Funds Jayesh Sundar picks 3 contra ideas that may surprise in 2026

Axis Mutual Fund's Jayesh Sundar outlines a calibrated contrarian roadmap for 2026, identifying IT, FMCG, and select export plays as key opportunities. He emphasizes a comprehensive asset allocation framework, factoring in macro and micro variables, and sees potential upside as earnings visibility strengthens and global conditions stabilize.

27 Nov 2025 9:00 am