Expert view: Samvat 2081 was a smart break, the Indian stock market is ready to hit high in Samvat 2082, says Tradejini Coo

Expert view: Trivesh D, COO of Tradejini, says Samvat 2081 was not a disappointment, but a smart break before the next growth stage. He believes that if Indian corporate earnings remain strong, the Nifty can reach new highlights a lot before the next Diwali. In an interview with Mint, Trivesh has his views on markets, sectors where he sees value and key themes to invest in. Here, excerpts are edited from the interview: How do you judge the market performance in Samvat 2081? What led to the subdued market returns? Samvat 2081 was a year of stabilization after two years of a robust double-digit expansion. By April 2025, the market was corrected with almost 16 percent from the peaks of September 2024, mainly due to continued FII (foreign institutional investors) who retained the sentiment in the Doldrums. The moderate tax relief in the budget could not have an impact, while global winds, including the Israel -Hamas war, the risk of rates and weak Q4 earnings, removed the momentum. In addition, local inflow of mutual funds and individual investors injected much -needed stability. In total, Samvat 2081 was not a disappointment, but a smart break – a breathing that could lay the foundation for the next stage of growth. What are your prospects for the Nifty 50 for Samvat 2082? At what level do you see it through Next Diwali? Markets look ready to move beyond the consolidation area. The macro environment is positive, inflation is reduced, fiscal balance is restored, and corporate debt levels are at a low of the year. Yet valuations are still at the higher point, with some sectors above historical ways. India is still maintaining a premium worldwide, so the next leg of the upside will be based on the growth of earnings, which will justify these valuations. If corporate earnings remain strong, we can see that the Nifty captures new highlights before the next Diwali. In what bags do you see value in? We see that selective value returns in private banks, NBFCs, capital goods and businesses led by consumption, which benefit from GST and tax reforms. PSUs and defense remain solid plays on the government’s capital expenditure cycle. There is also emerging interest in digital infrastructure and logistics platforms. The broader focus should be on companies with strong balance sheets and visible cash flow, rather than chasing short -term events in AI or commodities. When do you expect earnings to see a substantial revival? Earnings recovery has already begun in some sectors, and it is expected to spread to more with Q4 FY26. Lower input costs, stable crude prices and improved price power support the sectors for car, financial and consumers. With recent GST reduction and strong car sales in September, the earnings momentum appears to be sustained. If global volatility remained under control and domestic demand was maintained, we would expect to see stronger, broad -based growth in the next two quarters. What are the most important themes you would recommend that investors focus for the next one to two years? The Atmanirbhar Bharat initiative in defense and capital goods is the overarching long-term narrative. India’s next growth cycle is built on local sectors for manufacturing, green energy, defense and digital finance, which corresponds to the goals of the country’s confidence. Opportunities grow in renewable energy, data centers and ecosystems for fast trading. A diversified portfolio with a leading private bank, a defensive manufacturer and a participant in renewable energy, can enable investors to utilize both cyclic and structural growth mases. Read all market -related news here read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The views and recommendations expressed are those of the expert of Tradejini, not coin. We advise investors to consult with certified experts before making investment decisions, as market conditions can change quickly and conditions can vary.