George Thomas, Equity Fund Manager at Quantum AMC, expects IT spending to improve, benefiting large-cap IT names. He also forecasts larger private banks to perform better due to better underwriting and improved liquidity. Thomas notes that while most sectors are fully valued, financials offer some room for growth. Expectations of market support from domestic funds remain positive.
ETMarkets Smart Talk| Two more US Fed cuts could trigger FII comeback to Indian equities, says SMC Global’s Ajay Garg
The US Federal Reserve’s rate cut sets the stage for increased FII inflows into Indian equities, driven by strong domestic fundamentals and festive demand. Despite
September 23, 2025