Samvat 2083 Outlook: Motilal Oswal, Kotak Securities On Earnings, Themes And Diwali Picks

In this Diwali special discussion, we speak to Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services Ltd, and Shrikant Chouhan, Head of Equity Research at Kotak Securities, as India steps into Samvat 2083. Our experts share their outlook for the year ahead, with Motilal Oswal expecting Nifty EPS growth of 16% in FY27 and 14% in FY28, and Kotak Neo expecting earnings growth of 18% in FY27 and 13% in FY28. They also discuss valuations, with the Nifty trading below its long-term average and domestic liquidity remaining supportive.

We also look at the key themes for the new Samvat, including BFSI and capital markets, manufacturing, global outsourcing and exports, and consumption and digital, along with the key monitorables such as the RBI rate trajectory, crude prices, FII flows, trade agreements and earnings growth. Our experts also share their investment mantra, how to build a diversified portfolio through staggered accumulation, and their stock picks for Samvat 2083. Watch till the end for the themes and ideas that could shape your portfolio in the new year.

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