Indian stock markets are set for a strong rally after 16 months of consolidation

GK and monthly revision
After long consolidation, markets may rally for next 15-18 months: Rupen Rajguru on 2 sectors to lead earnings growth
The Indian stock markets are expected to see a strong rally after 16 months of consolidation, driven by accelerating earnings growth and improving sentiment following the India-US trade deal. The BFSI (Banking, Financial Services, and Insurance) sector is poised to see over 15% earnings growth by FY27, while the consumer discretionary sector is also set for a comeback. Smallcap stocks trading at 10-15 PE multiples could outperform in this rally.
Revision structure
Key points
Exam-ready takeaways
BFSI sector expected to see over 15% earnings growth by FY27
Consumer discretionary sector poised for a comeback
Smallcap stocks trading at 10-15 PE multiples could outperform
Improving sentiment following the India-US trade deal
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