Indian Markets Have Earnings Support, But 'One Big Risk' Remains | Axis Capital's Abhay Khaitan

By NDTV Profit

Community Score: 50% | 65 views | 1w

0 community ratings: null thumbs up, null thumbs down

Axis Capital's Abhay Khaitan shares his outlook on Indian equities, earnings growth and the key risks facing markets. He says overall EPS momentum has improved significantly over the past two to three months, with nearly 65% of NSE 200 profits driven by domestic factors. He expects NSE 200 earnings growth for FY28 and FY29 to remain strong at around 15–16%, while sustained SIP flows and relatively comfortable valuations could provide support to the market. However, elevated crude oil prices remain a key risk. Khetan explains how prolonged higher crude prices could lead to further earnings revisions, particularly for FY28, and discusses the impact of interest rates, geopolitical uncertainty, private banks, consumer earnings and upcoming policy developments. Watch the full conversation for Axis Capital's outlook on Indian markets, earnings and valuations. #StockMarket #IndianMarkets #AxisCapital #Nifty #MarketOutlook #CrudeOil #Earnings #Investing #NSE200 #NDTVProfit For more video

Tags: Axis Capital, Abhay Khetan, Indian stock market, stock market today, Indian markets, Nifty, Nifty 50, NSE 200, market outlook, India market outlook, earnings growth, EPS growth, crude oil prices, crude oil impact India, geopolitical risks, SIP flows, market valuations, midcap valuations, private banks, interest rates