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Market Masters Diwali Special | Punita Kumar Sinha On India's Next Big Wealth Opportunities

Market Masters Diwali Special | Punita Kumar Sinha On India's Next Big Wealth Opportunities

Shailendra Bhatnagar
Shailendra Bhatnagar
  • New Delhi,
  • Nov 3, 2026,
  • Updated Nov 3, 2026, 4:46 PM IST

In this exclusive Business Today Diwali Special, Punita Kumar Sinha, Managing Partner at Pacific Paradigm Advisors, breaks down what the US midterm elections mean for Dalal Street. Sinha discusses how a potential shift in US political power could lead to lower crude oil prices, easing the pressure on the Indian rupee and boosting market sentiment. She also addresses the global "AI trade" and its current funding hurdles. Sinha explains why a cooling AI sector could drive a major rotation of foreign capital back into "old economy" markets like India, provided corporate earnings continue their strong momentum. Furthermore, she highlights the urgent need for a level playing field for Foreign Institutional Investors (FIIs) to sustain long-term growth. Watch now to discover why large caps currently offer the best value and how you can position your portfolio for the new Samvat.