Samvat 2082 Outlook: BFSI, hospitals, travel in focus, says Kotak's Chouhan

In this episode of the businessline's On the beat, Anupama Ghosh speaks to Shrikant Chouhan, Head of Equity Research at Kotak Securities, who shares his views on the market outlook, earnings trends, sectoral opportunities, and the FII flow trajectory as India steps into a year of policy tailwinds and potential growth revival. From why BFSI and hospital stocks could lead the rally to how investors should position portfolios for growth and recovery — this episode offers a crisp, data-backed view on navigating the year ahead.