Varun Goel on 3 themes one can invest in this market

Varun Goel, Senior Fund Manager at Mirae Asset, highlights the attractiveness of lending, export-oriented sectors like IT and pharma, and low-ticket discretionary items for earnings growth in FY26. He emphasizes the potential revival in Indian markets due to factors such as rate cuts, tax benefits, and positive crop outcomes, predicting improved Nifty earnings.