Veteran Investor Raamdeo Agrawal on earnings | Says FPIs set for a comeback | investment themes

Veteran Investor Raamdeo Agrawal on earnings pick up | Says FPIs set for a comeback | Shares Top investment themes. He shares his outlook on Indian equities, earnings, valuations and the road ahead for markets. From a potential 10,000-point upside in the index and a possible FPI comeback to strong credit growth and an emerging consumption-capex cycle, Agrawal highlights the key trends shaping India's next phase of growth.
He discusses whether the earnings revival can sustain, the risks from inflation and global bond yields, and why he sees limited downside at current valuations. Agrawal also shares his preferred investment themes—including banks, real estate, auto, financials and capital goods—along with his three key stock-selection filters: strong business, high management quality and reasonable price.
A deep dive into his market outlook, wealth-creation strategy and the growth opportunities he believes investors should watch.

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