ETMarkets Smart Talk: Next bullish phase for Indian markets likely after September 2025, says Samvitti Capital’s Prabhakar Kudva

Samvitti Capital’s S Prabhakar Kudva suggests Indian equities are consolidating after a strong rally, anticipating the next bullish phase post-September 2025. He emphasizes mid and small-caps’ growth potential, robust domestic liquidity, and possible FII inflows amid shifting global dynamics. Kudva highlights key sectors like Pharma, Auto Components, and Defence, viewing the current market as ideal for stock pickers.

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