Global Uncertainty Fuels Market Swings; India Shows Relative Stability: Emmer Capital CEO

• Indian equity markets experience sharp swings due to global uncertainty from AI spending, US monetary policy, and currency movements.
• Manishi Raychaudhuri, CEO of Emmer Capital Partners, attributes volatility to an unprecedented degree of global uncertainty and numerous variables.
• India remains relatively stable compared to other Asian markets, supported by improving trade sentiment.
• Investors should focus on sectors with rising earnings estimates and reasonable valuations, such as financials, basic materials, and industrials.
• Raychaudhuri is cautious on IT services due to AI disruption risks, favoring companies that supply core AI infrastructure like semiconductor manufacturers.