Union AMC Predicts Diversified Equity Opportunities

Harshad Patwardhan, CIO at Union AMC, says improving earnings visibility and more reasonable valuations allow investors to deploy fresh capital into diversified equity strategies as of early 2026. He recommends multi-cap and flexi-cap funds to capture opportunities across large-, mid- and small-cap segments, citing Q3FY26 breadth improvement, government consumption measures and the early-February US‑India interim trade deal as supportive catalysts.