ETMarkets Smart Talk|Growth themes to outperform value in FY26–27 as domestic demand stays strong: Ankur Jhaveri of JM Financial

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India's equity markets navigate global headwinds, with domestic demand and reforms expected to drive growth sectors. Despite FII outflows and valuation concerns, strong SIP flows indicate a deepening investment culture. Experts anticipate growth themes to outperform value plays in FY26-27, supported by policy stability and structural reforms.