Trideep Bhattacharya, CIO – Equities at Edelweiss Mutual Fund, visited our office this morning. We had a wide-ranging and insightful discussion covering the recent easing of geopolitical tensions and trade dynamics, government spending trends, and expectations around upcoming corporate earnings. We also touched upon the sudden market rally observed yesterday. Our conversation further delved into sectors likely to perform well in the near term, potential positive triggers for the Indian economy, the impact of weakening dollar on FII flows, and the current benign inflationary environment. Overall, it was a highly engaging and productive exchange of views.