Midcap & Smallcap BULL Run 2026 - Top 3 Investing Opportunities with Anupam Tiwari & Rahul Jain

Is the Market Ready for the Next Rally? What Should Investors Watch Now? Crude oil prices are falling. Earnings are improving. But is this enough to stay bullish on Indian equities? In this insightful conversation, Rahul Jain speaks with Anupam Tiwari ( Head of Equity at Groww Mutual Fund), about the current market outlook, stock selection, sector opportunities, AI's impact on Indian IT and the investing framework used to build equity portfolios. What You'll Learn : ✅ How falling crude oil prices could benefit the Indian economy ✅ Why Anupam Tiwari remains positive on Indian markets ✅ The five factors used to evaluate every investment opportunity ✅ Why AI has created uncertainty for Indian IT companies ✅ Why Groww is currently underweight on the IT sector ✅ Four sectors Anupam Tiwari is positive on Timestamps : 00:00 Teaser 00:35 Introduction 00:50 How Does Anupam Tiwari See Indian Markets in 2026? 01:50 What's the Short-Term Market Outlook? 03:05 Why Did Earnings Slow Down After 2024? 06:40 Why Is Anupam Bullish Again? 07:50 How Can Falling Crude Oil Benefit India? 09:25 How Did Groww Multicap Outperform Peer Funds? 12:30 What Valuations Does Groww Look for in Stocks? 18:15 The 5-Factor Framework Behind Every Investment 23:10 Incremental ROE: The Key to Long-Term Compounding 28:15 Why Cheap Stocks Aren't Always Good Investments 31:45 When Does Groww Actually Buy a Stock? 36:35 AI vs Indian IT: Is the Fear Justified? 45:00 Which Sectors Is Groww Most Bullish On? 49:15 Can You Buy Great Businesses at High Valuations? 51:30 Why Small & Mid Caps Still Offer Better Opportunities 1:00:50 Rapid Fire with Anupam Tiwari If you're an investor trying to understand how professional fund managers think about markets and businesses, this episode is packed with practical insights. ********************************** Watch Next : ▶️ Stock Mantras with Devina Mehra :    • Picking Stocks During War & Geo-Political ...   ▶️ ETF Portfolio for 2030 :    • If I Were To Build A ETF Portfolio for 203...   ▶️ Biggest Investing Opportunities :    • Market Crash 2026: Biggest Opportunities M...   ▶️ HVDC - The Biggest Stock Theme by 2032? :    • HVDC - The Biggest Stock Theme by 2032? - ...   ********************************** SUBSCRIBE ---------------------------------- Join my YouTube Community: 👉    / @torahulj   ---------------------------------- Follow me here: 👉 English Youtube Channel:   / @torahulj   👉 Hindi Youtube Channel:   / @rahuljainhindi   👉 My Podcast Channel:    / @rahuljainpodcast   👉 Spotify: https://open.spotify.com/show/0d4qRSR... 👉 Instagram:   / torahulj   👉 LinkedIn:   / connectwithrahuljain   👉 Twitter:   / torahulj   👉 Facebook:   / rahuljainfinance   ********************************* Disclaimer: 1. Rahul Jain is registered with SEBI as Individual Research Analyst vide Registration number INH000023287 dated September 15, 2025 pursuant to which it provides Research Analyst services to its clients. 2. Any matter displayed in this content are purely for Knowledge purpose and shall not be treated as an advice or opinion of any kind. Neither Rahul Jain nor the marketing agents related to the firm shall be held liable/responsible in any manner whatsoever for any losses the viewers may incur due to acting upon this content. 3. Investment in securities market is subject to market risks. Read all the related documents carefully before investing. 4. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. 5. Any opinion on a specific position, such suggestion/view under any circumstances shall not be considered as an advice. I am not liable for any losses whatsoever the client may incur in accepting this opinion. 6. Rahul Jain does not make any representation, warranty or guarantee as to the accuracy, completeness or timeliness of the information (including news, prices, statistics, analysis and the like) provided through this platform. In no event shall I be liable to any person for any decision made or action taken in reliance upon the information provided by me. 7. The securities quoted are for illustration only and are not recommendatory. #MarketOutlook #SmallCaps #MidCaps #LargeCaps #AI #IndianIT