Prateek Agrawal of MOAMC sees India benefiting from low oil prices, potentially leading to lower inflation and interest rates, favoring risk assets like equities. He highlights growth opportunities in emerging sectors beyond index performance, including EMS, renewable energy, and defence. While valuations are a concern, strong earnings and a weaker dollar could fuel further market rallies.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets