Matt Orton, Chief Market Strategist at Raymond James Investments, remains optimistic about India’s market outlook, with a clear preference for sectors that continue to demonstrate strong fundamentals. “I’m encouraged by earnings, especially around some of the auto names that have been long-term winners like Mahindra & Mahindra ,” Orton said, adding that industrial giants such as Larsen & Toubro and Adani Ports have also delivered solid results.

Financials, too, remain on his radar, with ICICI Bank continuing to stand out as a core holding. These areas, he stated, reflect the backbone of India’s economic expansion.

Orton sees India’s initial public offering (IPO) momentum as another sign of growing innovation and investor confidence. The spate of listings—from Hyundai Motor India

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