Indian stock markets are showing more reasonable valuations after recent volatility. This positioning is expected to attract emerging market investment flows. Earnings growth is showing signs of revival across various sectors. Investors are advised to consider a broader range of commodities beyond gold and silver. Opportunities are emerging in mid and small-cap segments as valuation gaps narrow.
AI disruption, metal momentum and defence opportunity: Ajay Bagga maps the market landscape
Market expert Ajay Bagga advises caution on Indian IT due to AI disruption, favoring a constructive view on metals and long-term optimism for defence and