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JioBlackRock CIO Rishi Kohli decodes Nifty’s inflection point after two years of weak returns
Economic Times 2 hrs ago·20 Sept 2026, 4:59 am
JioBlackRock CIO Rishi Kohli suggests the Indian stock market may be at a turning point after two years of sluggish performance. He points out that large-cap valuations have become more reasonable, while domestic banks have lagged behind their global counterparts. This divergence creates a scenario where market leadership could shift from large caps to other sectors.
Kohli anticipates that volatility will likely remain a feature of the market in the near term. He believes banks, which have recently underperformed, could play a crucial role in supporting broader indices as the market re-evaluates valuations. Investors should monitor sector rotation and bank performance to gauge the market's next move.
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- Category: Stocks.
- Assessed as a significant, market-relevant update.
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