Manufacturing exports, earnings revival and AI: Why Mukul Kochhar sees Indian market staying resilient

Synopsis Strong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India’s equity markets, according to Mukul Kochhar. Despite geopolitical headwinds, robust corporate profitability and favorable trade agreements are expected to drive growth, with AI reshaping the IT sector’s future opportunities. India’s equity markets may be navigating geopolitical uncertainty and commodity price pressures, but strong earnings momentum and a structural manufacturing opportunity are keeping market optimism intact, according to Mukul Kochhar from Investec Capital Services. In a conversation with ET Now, Kochhar laid out why he believes the market recovery is backed by fundamentals rather than sentiment…