“Navneet Munot is bullish on India's long-term growth story, attributing it to policy continuity, sustained reforms, and a steady capex push. He views India as a "stock picker's paradise" offering rich bottom-up opportunities across sectors. Munot also anticipates India will be a major beneficiary of the global AI cycle, emerging as the "use-case capital of the world" and creating significant opportunities for corporate India over time, potentially serving as an AI hedge during global AI trade corrections.”