“Market sentiment is supported by encouraging Q1 FY27 business updates and growing optimism for a healthy earnings season. Corrections in select Asian markets due to AI-driven valuation concerns could enhance India's relative attractiveness among emerging markets, positioning India well to attract long-term capital inflows due to strong macroeconomic fundamentals, resilient domestic demand, and a diversified growth profile.”

Vinod Nair’s track record: 6 graded calls · 95% CI 10–70%