Indian stock market investors may need to temper their return expectations in Samvat 2083, with Kotak Mahindra Mutual Fund favouring a cautious, fundamentals-driven investment strategy over aggressive bets on short-term market trends. In its annual Muhurat investment outlook, the fund house expects equities to generate moderate returns over the coming year. It has recommended that investors concentrate on building diversified portfolios, maintaining appropriate asset allocation and identifying fundamentally strong businesses rather than chasing stocks driven by market momentum.
\n\nThe outlook comes against a backdrop of international economic uncertainty, geopolitical tensions, unpredictable crude oil prices and monetary policy decisions by major central banks. These factors could influence investor sentiment and contribute to intermittent volatility in domestic equity markets.
\n\nDespite the challenging global environment, Kotak Mutual Fund remains constructive on India's domestic growth prospects.
\n\nIn its 'Muhurat Picks Samvat 2083' presentation, the fund house pointed to an anticipated GDP expansion of 7.1 per cent in FY27 as an important indicator of the country's economic resilience.
\n\nSustained domestic consumption and demand are expected to remain important drivers of corporate performance. The fund house also noted that high-frequency economic indicators suggest that the recovery is spreading across different segments of the economy.
\n\nThis domestic…
Original source: https://www.timesnownews.com/business-economy
