The Indian stock market is facing several challenges as it begins the financial year 2026-27 (FY27), including significant foreign capital outflows and rising crude oil prices due to the ongoing US-Iran war. Rahul Ghose, the founder and CEO of Octanom Tech and Hedged.in, suggests that despite these headwinds, there are opportunities for long-term investors. He predicts that earnings growth will revert to a 13–15% trend in FY27, supported by domestic institutional investment and potential monetary easing. Ghose emphasizes the importance of historical trends, noting that markets often recover quickly after geopolitical tensions ease.

Among his top ten stock picks, Dixon Technologies stands out with a previous close of ₹10,503.50 and a target price of ₹15,000, indicating a potential upside of 43%. Other notable mentions include Infosys (upside potential of 41%) and Eternal (formerly Zomato, with a 31% upside). Ghose also highlights the strong fundamentals of Sun Pharmaceutical Industries, Larsen & Toubro, and ICICI Bank, among others, as they navigate the current economic landscape. He encourages investors to remain patient, as FY27 could reward those who hold their positions despite market volatility.