Markets set for recovery? Siddharth Vora bets on largecaps, midcaps; flags metals, PSU banks, and cyclicals

India's equity markets present a contrarian opportunity as macro stability and bottoming earnings signal a constructive outlook, particularly for largecaps, midcaps, and cyclicals. Fund manager Siddharth Vora highlights multi-decadal underperformance versus global peers as a key indicator for potential outperformance, with his fund strategically overweighting metals, PSU banks, and energy.