Gurmeet Chadha on what's fuelling the market rally and where it's headed next

​I think we got to be a little more forward looking and that is what rewards if you are a little ahead of the cycle. I think now that we are clear that we start with rate cuts, I think financials may come back in flavour, especially NBFCs which have been completely out of favour, because NBFCs rely more on wholesale sources of funding versus banks and still have CASA.