Expert view: See compelling setup for Indian stocks to outperform, says Bajaj Finserv Asset Management's head of equity

Bajaj Finserv Asset Management's head of equity Sorbh Gupta sees a compelling setup for Indian equities to outperform other emerging markets, citing early signs of cyclical earnings recovery in corporate India and easing external pressures from the Middle East crisis. He noted valuations have corrected meaningfully to a comfortable zone after eighteen months of consolidation, with FPI outflows expected to reverse into inflows. On sectors, Gupta is positive on large private sector banks and highlights pharma, healthcare, and wellness as key megatrends, while flagging stock selection as critical in mid- and small-cap segments.