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Sanjay Doshi, Head of Research and Investment at Abakkus Mutual Fund, expects corporate earnings to improve in the quarters ahead, with double-digit growth well within reach. He says the market still offers good opportunities, but investors need to dig deeper into the space to find them. He also discusses the tug-of-war between flows, with FIIs selling heavily while DIIs try to hold the fort. Doshi then reveals which sectors he is most bullish on and shares the top sector holdings across Abakkus’s large-cap, midcap and smallcap funds. Watch the full conversation to understand where one of the market’s sharper research minds sees value.
Earnings Upgrade Cycle Ahead? Sanjay Doshi of Abakkus MF on Double-Digit Growth & Top Sector Bets
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