Nifty After the Sell-Off: Crude, FIIs, Banks & AI | Dharmesh Kant on What's Next

Indian equities are navigating a difficult September, with the Nifty facing pressure from foreign investor outflows, elevated crude prices and global bond-market concerns. As the market heads into a new series, what could be the key triggers for Dalal Street? In this conversation, Dharmesh Kant, Head of Equity Research at Chola Securities, discusses the market outlook and the sectors he is tracking, including banks, mining, AI-linked themes, automobiles and consumption. He also shares his views on the earnings outlook for banks, the pressure on FMCG and paints, and how investors are assessing opportunities amid heightened volatility. Is the recent correction changing the market narrative, or is it simply another phase of the broader cycle? Watch the full conversation for Dharmesh Kant's assessment of Nifty, sector rotation, FII flows, crude and the themes shaping Indian equities