As India prepares to usher in Samvat 2082, Aashish Somaiyaa, CEO of WhiteOak Capital Asset Management, has offered a cautiously optimistic outlook for equity markets. In a recent interview with ET Now on October 15, 2025, Somaiyaa stated that while markets may remain range-bound in the short term, the next Samvat year looks promising, driven by strong domestic fundamentals, corporate earnings recovery, and sectoral tailwinds in banking, manufacturing, and technology.
Somaiyaa emphasized that consolidation periods often lay the groundwork for future rallies. “If you don’t go anywhere for a year, you automatically get 12–15% cheaper — that’s the beauty of markets,” he said, adding that the starting point for Samvat 2082 is more favorable than last year’s. He urged investors to stay consistent with Systematic Investment Plans (SIPs) and avoid timing the market amid global uncertainties such as US tariffs, Middle East tensions, and volatile crude prices.
🧠 Key Highlights from Aashish Somaiyaa’s Samvat 2082 Outlook
| Element | Details |
|---|---|
| Expert | Aashish Somaiyaa, CEO, WhiteOak Capital AMC |
| Date | October 15, 2025 |
| Market View | Range-bound near term, bullish long term |
| Samvat Year | 2082 (2025–26) |
| Key Drivers | Earnings recovery, macro stability, sectoral rotation |
| Investment Advice | Stay consistent with SIPs, avoid panic exits |
Somaiyaa also highlighted India’s GDP growth trajectory, which has improved from 5.4% to 6.5–6.9%, and sees this as a strong base for equity expansion.
📊 Timeline of Market Trends Leading into Samvat 2082
| Period | Market Trend Description |
|---|---|
| Q1 FY25 | Volatility due to global rate hikes |
| Q2 FY25 | Earnings beat in banking and auto sectors |
| Q3 FY25 | Range-bound movement amid geopolitical uncertainty |
| October 2025 | Samvat 2082 begins with stable macros and festive flows |
The Nifty 50 has traded between 18,800 and 19,600 over the past quarter, reflecting consolidation rather than correction.
🗣️ Reactions from Market Participants
- Retail Investors: “SIPs are working. We’re staying invested.”
- Fund Managers: “Samvat 2082 could be the breakout year.”
- Brokerage Analysts: “Watch for earnings upgrades in Q4.”
| Stakeholder Group | Reaction Summary |
|---|---|
| Retail Investors | Focused on long-term SIP discipline |
| Institutional Investors | Rotating into manufacturing and infra |
| Analysts | Tracking Q3 earnings and festive demand |
| Media | Calling it “Samvat of Stability” |
Somaiyaa’s call aligns with broader market sentiment that India’s equity story remains intact despite short-term headwinds.
🧾 Sectoral Outlook for Samvat 2082
| Sector | FY25 Performance | FY26 Outlook | Key Catalysts |
|---|---|---|---|
| Banking | Strong | Bullish | Credit growth, NIM expansion |
| Manufacturing | Moderate | Bullish | PLI schemes, export demand |
| Technology | Mixed | Bullish | AI adoption, cloud services |
| FMCG | Stable | Moderate | Rural demand, input cost normalization |
| Infrastructure | Strong | Bullish | Budget allocation, execution uptick |
Somaiyaa believes manufacturing and tech will lead the next rally, supported by government incentives and global outsourcing trends.
🧭 What to Watch in Samvat 2082
- Q3 and Q4 Earnings: Key to market re-rating
- Festive Consumption Trends: Early indicators of demand revival
- Global Cues: US Fed stance, crude oil, China recovery
- Domestic Flows: SIPs, retail participation, MF inflows
Somaiyaa concluded, “India’s fundamentals are intact. The next Samvat is about patience, discipline, and positioning for the long haul.”
Disclaimer
This news content is based on verified market commentary, economic data, and media reports as of October 16, 2025. It is intended for editorial use and public awareness. The information does not constitute investment advice, stock recommendation, or financial analysis and adheres to ethical journalism standards.
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