1 month ago
Monarch Networth CEO Predicts Market Recovery Soon
Gaurav Bhandari, the CEO of Monarch Networth Capital, believes that the Indian stock market is closer to recovery than most people think.
He points out that the recent correction is valuation-driven, not fundamentals-driven, and that corporate earnings and the banking sector are performing well.
Bhandari advises investors to continue their SIPs, focus on quality stocks, and rebalance their portfolios.
He is constructively bullish on Indian equities for the rest of 2026, with a caveat on geopolitical risks.
The strong influx of retail investors is seen as a stabilizing force in the market.
Nifty has delivered negative returns over the last two years, with a YTD decline of over 8%.
Corporate earnings for the Nifty 500 grew 15.6% in FY26, and banking sector NPAs are at a 15-year low.
India's GDP continues to grow at 6.5-7%, and the Nifty is trading at approximately 20 times trailing PE.
Bhandari advises continuing SIPs, focusing on quality stocks, and rebalancing portfolios during prolonged downtrends.
He is constructively bullish on Indian equities for the rest of 2026, with a caveat on geopolitical risks.
- Who
- Gaurav Bhandari, CEO of Monarch Networth Capital
- What
- Prediction of market recovery and investment strategies
- Where
- Indian stock market
- When
- Current market conditions and future outlook for 2026
- Why
- To provide insights on market recovery and investment strategies
Optimistic View
Cautious View
Market Recovery Timing
Optimistic View
Recovery is closer than most people think, with valuations at attractive levels.
Cautious View
Geopolitical risks and FII selling could delay recovery.
Investment Strategy
Optimistic View
Continue SIPs, focus on quality stocks, and rebalance portfolios.
Cautious View
Frequent portfolio tweaking can destroy long-term wealth.
Key facts
- Nifty Peak
- 26,373 on 5 January 2026
- Current Nifty Value
- 24,000
- YTD Decline
- Over 8%
- Corporate Earnings Growth
- 15.6% in FY26
- Banking Sector NPAs
- 15-year low
- India's GDP Growth
- 6.5-7%
- Nifty PE Ratio
- 20 times trailing PE
- SIP Inflows
- ₹31,781 crore in June 2026
Quotes
Gaurav Bhandari
CEO of Monarch Networth Capital
“The recovery, in my view, is closer than most people think.”
livemint.com
Sources
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