Jio BlackRock's CIO predicts market growth until March 2026, favoring large and mid-cap stocks.
Summary
Jio BlackRock AMC CIO Rishi Kohli anticipates a positive market trend until March 2026, with large-cap and mid-cap stocks expected to outperform small-cap stocks. The fund house is launching an arbitrage fund, and Kohli sees opportunities in the auto and BFSI sectors due to improving earnings and favorable market conditions.
Key Points
- Jio BlackRock AMC CIO: Rishi Kohli
- Market trend expected to be positive until March 2026.
- Largecaps and midcaps are expected to outperform smallcaps.
- Strong opportunities in autos and BFSI sectors.
- Jio BlackRock is launching an arbitrage fund.
Full Article
Jio BlackRock AMC CIO Rishi Kohli turns selectively bullish as the fund house launches its arbitrage fund NFO. Kohli says improving earnings momentum, favourable seasonality and easing uncertainties could lift markets into 2026. He expects largecaps and midcaps to outperform smallcaps and sees strong opportunities in autos and BFSI. Arbitrage spreads have also strengthened in recent months.