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Below the Quote on Markets by Avinash Agarwal, Senior Vice President & Head - Equity at Bandhan Life

“ Indian markets have been resilient in a volatile global situation. The current market environment highlights that opportunities are becoming increasingly stock-specific rather than broad-based. While large-cap companies continue to offer stability amid external uncertainties, selective mid- and small-cap businesses with strong fundamentals remain well positioned to deliver superior long-term growth. This makes a multi-cap approach particularly relevant, as it enables investors to participate across different segments of the market while maintaining a balanced risk profile.

Markets will also closely monitor the upcoming RBI Monetary Policy Committee (MPC) meeting. While most analysts expect the RBI to maintain the policy repo rate, given the recent easing cycle and a balanced inflation-growth outlook, investors will be keenly watching the central bank's commentary on liquidity conditions, inflation trajectory and future policy guidance. Any indication regarding the future policy direction could influence interest rate-sensitive sectors and overall market sentiment.

Looking ahead, market direction is likely to be influenced by the pace of corporate earnings, the RBI's policy outcome, global monetary policy signals, foreign investment flows and domestic economic data. Investors should continue focusing on quality businesses with sustainable earnings visibility and adopt a disciplined, diversified investment strategy instead of reacting to near-term market volatility.”

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