Axis Mutual Fund’s Jayesh Sundar picks 3 contra ideas that may surprise in 2026
Axis Mutual Fund’s Jayesh Sundar outlines a calibrated contrarian roadmap for 2026, spotlighting segments where valuations, cyclical resets, and improving macros converge to create asymmetric opportunities. Even as broader markets consolidate, he identifies three pockets—IT, FMCG and select export plays—that could deliver meaningful upside as earnings visibility strengthens and global conditions stabilise. Edited excerpts from … Read more