Beyond consumption and banking, which long term themes will shape Indian equities over the next decade? Shrikant Chouhan of Kotak Securities explains
As markets swing between optimism and caution, investors are searching for clarity amid shifting earnings, global uncertainty, and volatile market performance. In this interaction with BT, Shrikant Chouhan, Head of Research–Equity at Kotak Securities, explains the key factors driving Indian equities, including interest rate changes, consumer demand, foreign investor flows, and the major themes that could shape the next decade. Edited excerpts
