The ongoing calendar has remained a mixed bag for equity investors on Dalal Street so far. Where the benchmark equity index, BSE Sensex, gained 5% year-to-date as of September 24, the broader indices, BSE Midcap and BSE Smallcap, declined 1% and 3%, respectively, during the same period. Several factors, including geopolitical tensions, Trump's tariff woes, and outflows by foreign institutional investors, weighed on market sentiment. So where is the market headed? Which pockets may deliver a solid return to investors going ahead? In an interaction with Business Today, Vinod Nair, Head of Research, Geojit Investments, shared his insights. Edited excerpts:

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BT: Which themes are likely to generate strong returns for investors over the next 12–24 months?

Nair: Over the next 12–2

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