Market analyst Mayuresh Joshi anticipates a potential rebound in stock markets over the coming quarters, driven by improving earnings visibility and an expected 12-14% consensus earnings growth. He identifies consumer discretionary, BFSI, and infrastructure as promising sectors, highlighting specific stocks like Vishal Mega Mart, Shriram Finance, and Uno Minda. Joshi suggests that resilient Q2 performance and anticipated Q3 results will be key indicators for this market recovery.