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

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.