Market Rebound After Early Fall! Is It Time To Buy The Dip Again? | Siddharth Khemka

Indian markets staged a sharp comeback after a weak opening, with the Nifty rebounding from intraday lows and broader markets outperforming. In this exclusive conversation with Siddhartha Khemka, Head of Research & Wealth Management at Motilal Oswal Financial Services, we decode the key drivers behind the recovery, the impact of government measures aimed at attracting foreign capital, and what FIIs are telling institutional investors about India. Siddharth also shares his outlook on earnings growth, manufacturing, power, capital goods, consumer discretionary, and the most promising mid-cap themes for the next market cycle. He explains why selective stock picking is crucial in a volatile environment and highlights sectors that could emerge as market leaders despite global uncertainties and rising crude oil concerns.