Banking sector set for a comeback? Ajay Bagga’s analysis

In this interview, Ajay Bagga shares insights on the recent market volatility, the impact of FII outflows, and the performance of Indian markets relative to global peers. He highlights the influence of the China story, a stronger dollar, and the US presidential election on market trends. Bagga suggests that banks may outperform in the coming months, while private consumption lags. He advises a cautious approach towards the IT sector and emphasizes the resilience of Indian markets amid global uncertainties.