Unmesh Kulkarni of Julius Baer India highlights India’s growth opportunities over the next 3–5 years, focusing on BFSI, consumption, and healthcare sectors. He notes FPI outflows, tariff uncertainties, and IT sector challenges as short-term headwinds, while triggers like GST cuts, private capex revival, and domestic consumption recovery could drive the next phase of equity growth, offering strategic opportunities for long-term investors.
​Unmesh Kulkarni of Julius Baer India highlights India’s growth opportunities over the next 3–5 years, focusing on BFSI, consumption, and healthcare sectors. He notes FPI outflows, tariff uncertainties, and IT sector challenges as short-term headwinds, while triggers like GST cuts, private capex revival, and domestic consumption recovery could drive the next phase of equity growth, offering strategic opportunities for long-term investors. by Soban News (international And National News)
