Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani

Veteran investor Vikas Khemani expects corporate India earnings growth to remain robust at 14-16% for the year, supported by healthy macroeconomic indicators including GDP growth, GST collections and direct tax revenues. He views the ongoing IT sector correction as an attractive buying opportunity for investors with a two-to-four-year horizon, arguing that AI disruption will ultimately expand the industry's addressable market rather than shrink it. Khemani remains constructive on financials on expected interest rate cuts and healthy credit growth, while expressing limited interest in oil and gas due to policy uncertainties and bullishness on EV adoption as a structural trend.