R Sivakumar, Chief Investment Officer at Axis Asset Management, believes the weakness in India’s economy is cyclical and not structural. He expects growth to improve as the impact of past fiscal tightening and interest rate hikes fades. Sivakumar said retail investors have shown remarkable discipline by continuing SIPs and increasing investments during market corrections. He also advocated a balanced approach to investing, saying largecaps provide valuation comfort while midcaps continue to benefit from stronger earnings growth.
Note To Readers
Disclaimer: This article is for informational purposes only and should not be construed as investment advice. Readers should consult certified experts before making any investment decisions.
First Published: Jun 3, 2026 5:20 PM IST
