Why Rajesh Kothari thinks the ‘worst is over’ for Indian markets: 3 factors behind his bullish view

Indian equities could be entering a more favourable phase as credit growth accelerates, consumption shows signs of recovery and capital expenditure gathers momentum. Rajesh Kothari believes the convergence of these three factors can support corporate earnings and keep markets broadly positive over the next six to 12 months, despite global risks and continued volatility across asset classes.