Dalal Street Outlook: Why Falling Oil Prices, FII Flows & Strong Earnings Support Markets

India's equity markets are entering a favourable phase as easing geopolitical concerns, softer oil prices, improving FII flows, and strong corporate earnings support investor sentiment. Mihir Vora, CIO, TRUST Mutual Fund, says the cooling AI trade has redirected global capital towards emerging markets like India, while stable inflation and a supportive RBI backdrop strengthen the outlook. He also highlights that more companies have beaten earnings expectations, reflecting resilient domestic demand. In this Business Today interview, Mihir Vora explains the key macro and market factors shaping Dalal Street's outlook in the months ahead.