What Is ICICI Prudential AMC Buying Into? Top Sectors & Market Outlook

Indian equities saw a correction in August after two consecutive months of gains, even as midcaps and smallcaps remained resilient and foreign portfolio flows turned positive. With Q1FY27 earnings ending on a healthy note, RBI liquidity support improving and key sectors showing divergent trends, what lies ahead for Indian markets? In this episode, Chockalingam Narayanan, Head of Equities – PMS & AIF, ICICI Prudential AMC, joins us to discuss the market outlook, earnings, foreign and domestic flows, sectoral opportunities, ICICI Prudential AMC’s top bets and the key themes investors should watch going forward.