Following a significant 1.5-year consolidation, Indian equities show signs of a reset with compressed valuations and policy support. Alok Agarwal believes the bulk of the correction is over, highlighting metals, capital market plays, PSU, and regional private banks as potential leaders for the next market phase.
Market volatility to persist amid geopolitical and tariff uncertainty: Amnish Aggarwal
Indian markets face uncertainty driven by US tariff concerns and geopolitical factors, leading to cautious sentiment. AI’s impact on IT services remains unclear, while digital