Tariffs and tensions: Can India seize opportunities amid global trade jitters?

In this episode, we dive into what lies ahead for the Indian stock market in FY26. From monetary policy cues and sectoral shifts to global uncertainties and upcoming earnings, we cover the full spectrum. Naveen Kulkarni, Chief Investment Officer at Axis Securities, joins businessline's Anupama Ghosh for a focused and insightful conversation that moves from the big picture to the granular details, helping listeners decode the market dynamics of the new financial year. Reporter: Anupama Ghosh, Producer: Amitha Rajkumar