INCOME TAX3 Sept 2026
Why this fund manager is bullish on the manufacturing theme | Mint
R. Sivakumar, chief investment officer at Axis Mutual Fund, sees opportunity in manufacturing, especially exports and mid- and small-cap stocks. India makes less than 2% of global manufactured exports, and new trade deals with the EU and UK help. Private investment is reviving. Indian shares look relatively cheaper once India's usual premium has disappeared. If you invest, stay diversified across market sizes.
Key Statutory Highlights
- Axis Mutual Fund's CIO is bullish on manufacturing exports and mid- and small-cap stocks.
- India accounts for under 2% of global manufactured goods exports, leaving room to grow.
- The EU and UK trade deals put India at tariff parity with Vietnam and Bangladesh.
Actionable Advice for Taxpayers / Founders:If you invest mainly in small-caps, consider spreading across a multi-cap or flexi-cap fund so your exposure isn't lopsided.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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