Falling crude, stable macros set stage for India's next growth phase: Aditya Kondawar

India's equity markets face a crucial earnings season with supportive macroeconomics, yet IT sector sentiment is dampened by AI uncertainties and slowing growth. Expert Aditya Kondawar notes IT's valuation correction, while highlighting potential in automotive software firm KPIT. He remains bullish on consumption themes like autos and FMCG, anticipating a multi-year growth cycle driven by rising demand and EV adoption.