India’s growth story, not AI trade reversal, will drive foreign flows: Sameer Dalal

India’s economic strength, not AI’s decline, will drive foreign capital inflows, according to Sameer Dalal. He believes AI’s market correction is temporary, while India’s improving fundamentals, including falling crude prices and monsoon progress, position it for growth. Dalal remains bullish on pharma and cement sectors, sees achievable targets for Tata Motors, and suggests patience for IT investors, anticipating a strong FY28.

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