Indian Valuations & Sector Outlook Indian equities are showing renewed promise as market valuations moderate and corporate earnings trajectories improve. With macro-economic headwinds easing, the broader landscape is becoming increasingly attractive for capital deployment. Anshul Saigal of Saigal Capital identifies this as a prime window for selective, long-term positioning. **Sector Watch** Specific pockets of the market are offering distinct value. **PSU Banks** and the **CDMO Pharma** segment are currently offering strong growth prospects. The **Metals** sector has also emerged with an attractive outlook, presenting opportunities for cyclical gains. **Investment Strategy** The current environment favors a return to fundamentals. Investors are advised to filter for quality, focusing strictly on companies demonstrating **strong cash flows** and **clear growth visibility** rather than speculative momentum.