Ramdeo Agrawal Unfazed by Trump, Bets Big on India's Understandable Market

• Veteran investor Ramdeo Agrawal remains unconcerned by former US President Donald Trump's policies and tariffs, stating they don't affect his investment cycle.
• Agrawal, Chairman of Motilal Oswal Group, prefers investing in India due to its understandable market dynamics, despite global interconnectedness and AI's rise.
• He describes equity as an 'exotic' asset class with immense power to withstand uncertainties, emphasizing identifying entrepreneurs who can generate profits even in difficult times.
• Agrawal believes India will be a major adopter and developer of AI agents, drawing a parallel with Yoga's global spread despite its Indian origin.
• For 2026, he anticipates market improvement after a weak 2025, favoring large-cap stocks, PSU shares, and the auto sector, citing attractive valuations and earnings growth.

Why It Matters: Ramdeo Agrawal maintains strong faith in India's market, prioritizing understandable dynamics over global political uncertainties and AI's impact.