In this special episode, JM Financial AMC’s CIO Satish Ramanathan discusses the improving market sentiment, corporate earnings revival, and where fresh equity inflows are being deployed. The conversation dives into sectoral strategies, mutual fund performance, and lessons from recent market volatility. With Nifty nearing record highs and investors returning to equities, the discussion explores how fund managers are positioning portfolios for sustainable long-term growth. Tune in for expert perspectives on large-cap stability, mid-cap opportunities, and the road ahead for India’s equity markets amid strong macro fundamentals and evolving global dynamics.

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