
Global trends such as AI and rising oil prices continue to influence investment opportunities, but several domestic themes are also gaining momentum. Speaking to Business Today, Anshul Saigal, CIO & Founder, Saigal Capital Advisors, said higher oil prices are creating ripple effects across sectors, including cotton yarn, through rising synthetic raw material costs. He also highlighted a revival in India's microfinance sector after several challenging quarters, with improving earnings and positive management commentary. According to Saigal, identifying such emerging trends early can help investors benefit from long-term growth opportunities despite global uncertainties.