Peace Deal Signed. What's Next For Markets? | Harshal Dasani at Moneycontrol

Harshal Dasani, Business Head at INVasset PMS, joins Moneycontrol to discuss whether easing geopolitical tensions and falling crude oil prices can finally trigger the next leg of the Indian market rally. The discussion covers the impact of the potential Middle East peace deal, cooling crude oil prices, FII flows, banking opportunities, IT sector challenges, and the outlook for gold and silver. Harshal explains why crude oil remains one of the most important variables for India and how a sustained decline in crude prices could support inflation, the rupee, corporate earnings, and overall market sentiment. He also shares his outlook on whether Indian equities can catch up with global markets that have significantly outperformed since late 2024. The conversation also explores: • Can Nifty move towards 27,000–28,000? • Will FIIs return to Indian equities? • Why Indian IT continues to lag global AI trends • PSU Banks vs Private Banks • Metals, Power & Pharma outlook • Consumer demand and AI disruption risks • Gold & Silver outlook after the recent correction Overall, the view remains constructive on Indian markets as crude cools, while emphasizing selective stock picking and focusing on sectors with strong structural tailwinds. Disclaimer: This video is for informational and educational purposes only and should not be construed as investment advice, a recommendation, or a solicitation to buy or sell any security or financial product. The views expressed are personal opinions and are subject to change without notice. Investors should consult their financial advisor before making any investment decisions. #Moneycontrol #CrudeOil #IndianMarkets #PSUBanks #FIIs #HarshalDasani #INVasset #StockMarketIndia #Gold #Silver #ITSector #PowerSector #MetalStocks #MarketOutlook #Investing