Samvitti Capital’s Prabhakar Kudva has predicted a strong bullish phase post September.
He believes current consolidation is simply a healthy pause after significant earlier g
ains.
Stable government policies and solid economic fundamentals will drive the next big uptrend.
Earnings recovery across multiple sectors could act as a catalyst for this phase.
Kudva particularly favours mid-cap and small-cap stocks with strong fundamentals.
His strategy focuses on bottom-up analysis rather than chasing index momentum.
Investors are urged to stay patient and build positions gradually during conso
lidation.
Domestic retail participation continues to add resilience despite global uncertainties.
India’s long-term structural growth story is still intact and very attractive.
Once the pause is over, markets could enter a sustainable bullish trend into 2
026.