Harendra Kumar On Why India Will Be The Biggest AI Trade | Samvat 2083

Core Development: Harendra Kumar On Why India Will Be The Biggest AI Trade | Samvat 2083

Market & Financial Impact: In this Diwali special episode of Markets Over Coffee, our guest is Harendra Kumar, MD & CEO of Elara Securities. He went from journalist to capital markets veteran and has over 25 years of experience. In this conversation, we find out why he stays bullish on India even when market sentiment is weak. In this episode you’ll learn: Why earnings growth lagged over the last two years, and when it could recover Why mid and small caps should be played with the cycle rather than bought and held How to think about asset allocation between large caps and SMID His framework for using the rupee as a gauge in the new Samvat, and his view on SIPs India’s AI trade: data centres, financiers, power and capital goods Why to watch the order book to decide when to book profits in capital goods stocks How fintechs and NBFCs can cut costs with AI Will AI take away jobs? FTAs, export themes and auto ancillaries Investing in global stocks, Pre-IPOs, SIFs and rising volatility Advice for young finance professionals

Actionable Insight: 🟢 Bullish Trigger: Positive business expansion or earnings beat may attract institutional and retail buying.