Rate-sensitive sectors poised to drive next leg of earnings growth in FY26: Manish Sonthalia

Rate-sensitive sectors poised to drive next leg of earnings growth in FY26: Manish Sonthalia

After a 14-month wait, the equity markets finally opened the month with a fresh record. The cheer from the stronger-than-expected GDP reading lifted sentiment early in the session, giving headline indices a buoyant start. But behind the optimism lies a more complex picture—one where the broader market is still nursing significant strain. “It does not…

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