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Markets / The Economic Times

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Financials to lead next market rally as margins bottom out: Rohit Seksaria

Indias next market upcycle may be led by financials as net interest margins stabilise and asset-quality worries fade, says Sundaram Mutuals Rohit Seksaria. With GST and income tax cuts boosting consumption and RBI rate cuts improving liquidity, earnings momentum is set to strengthen. However, infra, capital goods and global cyclicals may underperform amid slowing government capex and global headwinds.

27 Nov 2025 9:48 am