EXCLUSIVE | Indian markets expected to strengthen in H2, says Valentis Advisors MD Jyotivardhan Jaipuria

Jyotivardhan Jaipuria told ET Now that India’s earnings have likely bottomed out and H2 should see a recovery led by stronger consumption and better bank profitability. He sees opportunities in pharma, chemicals, capital goods and discretionary consumption, and expects FPI selling to ease as valuations improve.