Positive impactResults
Indian equities may return 12-13% in Samvat 2083, says Bandhan AMC’s Manish Gunwani
CNBC-TV18 1 hr ago·4 Nov 2026, 6:56 am
Bandhan Asset Management Company's Manish Gunwani has maintained a positive outlook for the Indian stock market over the long term, projecting a potential return of 12-13% in the upcoming financial year. He believes that strong corporate earnings growth will continue to drive the market higher, despite the current economic environment.
Gunwani emphasized that the market's performance will be influenced by three key factors. He highlighted the volatility in crude oil prices as a major risk, noting that high energy costs can squeeze corporate profits. Additionally, the progress of the monsoon season is critical for agricultural output and rural demand. Finally, he pointed to the rapid rise of Artificial Intelligence as a transformative trend that could impact various sectors.
For investors, this forecast suggests a focus on quality companies that can navigate these headwinds. Gunwani's view implies that while short-term risks exist, the underlying strength of the Indian economy remains intact. Investors should keep a close watch on crude oil trends, monsoon updates, and developments in the AI space to gauge the market's future direction.
Excerpt from CNBC-TV18
Published On Nov 4, 2026 | 12:25 IST Last Updated On Nov 4, 2026 | 12:26 IST Bandhan AMC's Manish Gunwani highlights crude oil, monsoon and AI-related risks while maintaining a positive view on long-term earnings growth. Indian equities could offer returns of around 12-13% in Samvat 2083, but investors may have to…Read the original at CNBC-TV18
Key takeaways
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
