As Indian equities navigate a volatile second half of 2026 amid elevated crude oil prices, mixed corporate earnings and global macro uncertainties, investors are increasingly looking beyond near-term market swings to identify long-term wealth creation opportunities.
In an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, says manufacturing and financialisation remain the two strongest structural themes for investors over the next five years.
