Earnings upgrades broaden, private banks could lead next rally: IKIGAI's Pankaj Tibrewal

Pankaj Tibrewal of IKIGAI Asset Manager said earnings resilience across companies is the real story. He noted that 60% of firms reported over 15% growth, showing a healthy trend. Tibrewal believes private sector banks could lead the next market rally as macroeconomic indicators improve and broaden the investment case for equities.