Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in sectors like banking, textiles, value retail, capital goods, and CDMO, driven by macroeconomic changes and the evolving tariff situation. Anshul Saigal discusses the potential shift in market dynamics, highlighting the underperformance of the real economy compared to tech. He emphasizes the upcoming opportunities in sectors like banking, textiles, value retail, capital goods, and CDMO, driven by macroeconomic changes and the evolving tariff situation. Economic Times
