ETMarkets Smart Talk | After 18 months of no returns, stage set for 2–3 years of above-average gains: Rakesh Pujara

Investors can now turn optimistic as the market is poised for above-average gains over the next two to three years. Attractive valuations in small and microcaps, coupled with reviving earnings and pro-growth policies, signal a positive outlook. Gold also deserves a permanent portfolio allocation due to structural global shifts. The market is set for a rally.