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.
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Axis Mutual Fund’s 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.
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