ICICI Prudential AMCs Co-CIO (Equity), Anish Tawakley, says a Fed rate cut has limited economic impact on India and any negative market reaction would be a buying opportunity. He expects the rupee to stabilise, remains bullish on domestic cyclicals like autos, cement and capital goods, but stays cautious on smallcaps, midcaps, IPO listings and consumer-tech due to valuation risks.

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