New Delhi, Nov. 13 -- As investors enter Samvat 2083, the focus is shifting towards companies that can deliver sustainable earnings growth despite an uncertain global environment and evolving domestic market conditions. Rather than relying on broad-based market gains or valuation expansion, investors may need to be more selective, prioritising businesses with strong balance sheets, improving profitability and identifiable growth drivers.

Ventura remains constructive on Indian equities, identifying opportunities across banking, healthcare, digital platforms and consumer durables. The brokerage believes companies with earnings visibility, strong execution capabilities and company-specific growth catalysts could outperform in the new Samvat...