Axis MF's Ashish Gupta Predicts 15-16% FY27 Earnings Growth, Reveals Dark Horse Sector

• Axis MF's Ashish Gupta forecasts 15-16% earnings growth for FY27, with India's GDP holding above 6.5%, driven by policy measures and domestic fundamentals.
• Real estate is identified as the "dark horse" sector for 2026, poised for recovery due to comfortable liquidity and lower interest rates.
• Gupta maintains an overweight stance on consumption, automobile, financials, and healthcare sectors, citing strong domestic momentum and credit revival.
• The IPO market is expected to cool off after strong 2024-25, but moderating valuations offer selective opportunities for long-term investors.
• India's stronger macro backdrop, recovering earnings, and potential Bloomberg bond index inclusion could attract FIIs and stabilize the rupee.

Why It Matters: India's economy is set for robust growth and equity performance, driven by strong earnings and strategic sector plays.