According to Pritam Deuskar, Founder and Chief Investment Officer of Wealthyvia Ventures, electric equipment, the semiconductor supply chain and aerospace precision manufacturing are the top three sectors that could generate alpha by Diwali 2027.
Aerospace is his highest-conviction sectoral bet, he said in an interview with Moneycontrol.
Deuskar believes that Nifty 500 earnings are expanding and that this broad-based resilience positions the indices for an optimistic FY28. He expects earnings across the broader market to grow by 19 percent or more year-on-year.
At the index level, he expects mid- to high-teens earnings growth, with significantly higher growth potential among select supplier businesses.
"India is not recovering from anything. It is building something very significant for the world," he said.