Sumit Bhatnagar of LIC Mutual Fund AMC asserts India’s growth story remains intact despite FII selling, viewing current corrections as healthy entry points for long-term investors. He highlights the US Fed rate cut’s potential to boost liquidity and FII inflows, while DIIs provide market resilience. Bhatnagar favors domestic growth sectors and sees gold as a strong hedge amid global uncertainties.
Politics may trump macros in 2026 US rate cycle: Rajeev Agrawal
Recent US economic data shows inflation and jobless claims are lower than anticipated. However, a government shutdown may have skewed these figures. Experts suggest clarity