Branch2 Intelligence

Expert view: Broader market to remain range-bound in medium term, says SKG Investment's Director

IN · 2026-07-02

Key takeaway

Kush Gupta forecasts cautious recovery for Indian markets in 2026.

Step 11st-order: Fund manager's positive outlook on defence, financial services, and pharma sectors.
Step 22nd-order: Increased institutional and retail buying in these sectors, lifting stock prices and valuations.
Step 33rd-order: Companies in these sectors gain improved access to equity financing and better terms from lenders, enabling expansion and investment.

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