ETMarkets Smart Talk | FII flows may be choppy, but India’s story still intact: PNB MetLife’s Sanjay Kumar

Sanjay Kumar of PNB MetLife remains optimistic about India's growth in H2 2025, citing macroeconomic resilience and earnings visibility despite FII outflows. He highlights the IPO market's strength and evolving retail investor behavior. Kumar favors domestic-focused sectors like consumer discretionary, capital goods, and healthcare, anticipating them to outperform amid global uncertainties.