India’s equity markets are gearing up for a strong second half of the year, supported by tax relief measures, robust auto sales, and improving rural sentiment following a good monsoon. Rate cuts in GST and income taxes are expected to lift consumer and investor confidence, while beaten-down technology stocks are beginning to offer value opportunities. NBFCs too stand to gain from an easing interest rate environment. To discuss the outlook and key market drivers, we are joined by Sandeep Tandon, Founder and CIO, Quant Mutual Fund, who shares his insights on what could shape the next leg of the market rally.

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