New Delhi, Oct. 13 -- After a phase of consolidation and earnings moderation in the ongoing Samvat year, the stage seems set for a fresh rally - driven by normalised valuations, resilient domestic flows, and the promise of earnings rebound in FY27. While global uncertainties lingering, particularly around trade developments with the US, the spotlight is firmly on domestic growth themes. Nandish Shah, AVP- PCG Research & Advisory, (Fundamental) Wealth Management, Motilal Oswal Financial Services, highlights the outlook for next Samvat, top stock bets and how to approach the upcoming Mahurat trading session. Edited experts:

Indian equities delivered a strong run in FY20-24, with Nifty earnings compounding at ~20% and the index outperformin...