Where will the next leg of bull run come from in India & globally? Ajay Bagga answers

Ajay Bagga identifies AI and renewables as major global trends that will lead the next bull run while noting that India's growing rural demand will benefit sectors such as two-wheelers and FMCG. Financials and infrastructure stocks are expected to perform well, but high valuations in defence and railway stocks require caution. Domestic investments significantly drive market optimism.