During the CafeAlt Conference 2024, equity market experts Dhiraj Agarwal, Madangopal Ramu, and Sandip Bansal discussed recent trends and future sector performances. They noted that while market narratives often overshadow data, sectors like infrastructure, manufacturing, and energy are primed for growth, especially with improved corporate balance sheets. Despite a dip in earnings momentum, a strong narrative around India’s economic prospects is driving investor confidence. However, risks such as global interest rate shifts and geopolitical tensions could impact markets. Fund managers emphasize the importance of focusing on sectors with rising earnings momentum, particularly consumption and manufacturing.