While India lagged global markets in calendar year 2025 (CY25), the market is expected to recover lost ground through the rest of 2025, says SUSHANT BHANSALI, chief executive officer at Ambit Asset Management in an email interview with Sirali Gupta. Edited excerpts:
Do you believe that events like monetary policy easing and the anticipated consumption boost have already been priced in by the markets?
Monetary policy easing and anticipated consumption boosts have likely been partially priced into markets, but opportunities remain in select pockets. March 2025 quarter (Q4-FY25) results are mostly announced along with management commentary for the coming
