Expert view, April 28 -- Varun Sharma, a fund manager at Motilal Oswal Mutual Fund, sees long-term growth potential in healthcare, digital ecosystem, electronics manufacturing, capital goods and defence. In an interview with Mint, Sharma shared his views on the Indian stock market and economy, as well as Q4 results for 2025 trends.

The Indian growth story is intact. There are many avenues for investing across sectors where we see longer-term growth potential, such as healthcare, digital ecosystem, electronics manufacturing, capital goods, and defence.

India is also largely domestically driven compared to other economies, which heavily depend on external trade. As average incomes rise, several discretionary-driven sectors will have signi...