“Pankaj Murarka is bullish on Indian equities for the medium to long term, specifically highlighting banking and consumer sectors. He views current market volatility, mid/smallcap corrections, and FII selling as attractive entry points for patient investors, as valuations have normalized. India's fundamental economic story remains robust with an anticipated 12% earnings growth for the index next year, and he recommends accumulating quality companies during market drawdowns. For banks, he cites strong balance sheets and early credit growth recovery, while for consumer stocks, normalized valuations after two years of underperformance and potential budget-led rural spending are key catalysts.”