According to market expert Ajay Bagga, three critical triggers are running this pace. First, the short handshake between Prime Minister Modi and President Trump has raised hopes of potential tariff relaxation, which can facilitate trade tensions.
Second, recent GST cuts have increased consumption-related sectors and banking stocks, which fuel market confidence.
“The third earnings are the beginning of earning,” Bagga said. So, we have seen the downgrade of earnings in the June quarter and we are expecting that we will see better earnings from the September quarter earnings season.
Globally, liquidity conditions remain very supportive, with about $ 184 trillion financial liquidity rotating-one-time high-time high-equity to gold and risks in the wealth categories from gold and crypto. In addition, the US The Federal Reserve is expected to reduce interest rates in a non-mandor background.
Bagga has noted that the Histor is sidelined, during the growth phases, such a cut is the US for the next year. Supported equity, which in turn promotes global markets. He emphasized that this is not a rescue measure for the weak economy, but a adjustment within strong economic development, from which it is a very creative move.
The IT sector launched its strong weekly rally from May 2025, indicating investors’ confidence resurrection after a long underperformance. Bugga believes that despite being prepared for a significant role in the next phase of the artificial intelligence revolution, the area has been underpred and underwear.
“Therefore, he has been AI’s infrastructure creators who have benefited more. We have seen AI SOFTWARE FISTAWARE providers gaining huge valuation.”
However, the third critical leg, the end-user adoption, is yet to be fully shaped. From here, Indian IT companies expect to shine, working as service providers that customize AI solutions for industries for industries.
Markets, as they appear forward, have already started the price in this opportunity. The basis for AI deployment is the place, and the next stage includes tailoring solutions to improve income, productivity and profitability at the enterprise level.
“It may be as big as the Y2K opportunity that has not been fruitful so far, so it has been disappointing for the last one year. We have expected to hit it before, but now we are confident that we are in the inevitable zone and it should do well from here,” said Bagga.
The defense sector in India shapes as a strong long -term growth story, supported by increasing domestic demand, import substitute and expansion of export opportunities. According to Bugga, this is a “Multi-Dyaka story”, in which India has technical skills and cost benefits for making competitive weapons. In a single session, some frontline defense stocks have increased by 8%, with recent order announcements boosting sharp rallies.
However, evaluation remains a challenge. This area often looks at sharp run-ups after phases of profit-booking, causing short-term instability. Despite this, the basic runway is strong, with constant government attention, supported by self -reliance and global opportunities in defense production.
Bagga compared India’s pace with China’s growth in defense capability since 2000, with a potential scale of growth. Therefore, investors need patience-the gender-long-term prospects of the linga-long period through the cycle of correction are very attractive for wealth creation.
(Connection: The recommendations, suggestions, views and views of the experts are their own. This does not represent opinions of economic time)
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