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Below the Quote on markets 03rd November 2026 by Mr Avinash Agarwal, Senior Vice President and Head of Equity at Bandhan Life

“Following the recent market correction, valuations have become more attractive, while corporate earnings have remained largely neutral to positive. However, investors should closely monitor key macroeconomic developments, particularly the US midterm elections, crude oil prices, interest rate movements and foreign institutional investor (FII) flows. Elevated crude prices and deficient monsoon conditions could weigh on India’s economic growth and consumption. Any favourable developments on taxation could support market sentiment. The resurgence of the AI trade also warrants attention, given its potential impact on Indian equities. Overall, markets could perform better from current levels, provided global uncertainties do not trigger further volatility.”

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