Crude at $125, FIIs selling $20 billion, and yet Alchemy Capital's Alok Agarwal says India is a buy

Indian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok Agarwal of Alchemy Capital Management highlights sectors like metals, capital markets, power infrastructure, and defence. He believes the current caution offers an attractive entry point for those looking beyond immediate challenges. Accumulation is advised for long-term gains.