Indian Stocks Near All-Time High

The transcript discusses the Indian equity market's proximity to a record high, driven by a recovery since March lows and the impact of Adani stocks. It compares India's economic performance with China's, highlighting India's relative strength and attracting foreign investment. The market momentum is currently bullish, with optimism about sustaining the rally. Despite concerns about consumption demand, there is optimism due to expected improvements in rural demand and strong performance by CapEx companies.

What role do foreign brokerage funds play in the current market sentiment towards India?

What are the expectations regarding rural demand and its impact on consumption in India?