10/08/2026
Anil Rego on Market Trends, Key Sectors & What Investors Should Watch
📊 Q1 earnings have been better than expected so far, with strength emerging across several sectors.
Anil Rego, Founder & Fund Manager at Right Horizons PMS, joins NDTV Profit to share his views on the ongoing earnings season, mid- and small-cap opportunities, and sectors he is watching.
👉 His view:
1.Among the 42 Nifty companies that had reported, revenue growth was around 19%, with adjusted profit growth of around 13%, ahead of Street estimates.
2.Midcap earnings have also been strong, although the complete picture will become clearer as more companies report their results.
3.Wealth management, hospitals, EMS, and jewellery are among the sectors that currently stand out.
4.EMS could benefit from the PLI scheme, continued scale-up, and some stabilisation on the global side.
5.Financias and NBFCs remain areas to watch, while auto ancillaries could continue to see growth. Aviation could also benefit if oil prices cool.
Anil also continues to see opportunities in mid- and small-cap companies, including beyond the larger names in sectors such as hospitals and jewellery. While sharp price moves could lead to some consolidation, his medium- to long-term view remains positive.
Watch the full conversation 👇
https://www.youtube.com/watch?v=_92ozCaB8eI
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