What’s next for market? Harsha Upadhyaya on GST upside, US-India trade talks & Nifty earnings growth outlook

Harsha Upadhyaya of Kotak AMC sees GST’s structural benefits driving earnings growth, with Nifty EPS likely to rise 14% by FY27. He expects India-US trade resolution to revive FII inflows and continues to prefer domestic sectors, with selective bets on chemicals, consumption and financials.