The market rally is back, but is the worst truly behind Dalal Street? In this episode of Market Commentary, Business Today TV’s Shailendra Bhatnagar speaks with Prateek Nigudkar, Senior Fund Manager at Shriram AMC, on the outlook for Indian equities after the recent rebound. From falling crude oil prices and a strengthening rupee to the impact of global developments, Prateek shares his views on market sentiment, valuations and sector opportunities. He discusses why Shriram AMC remains positive on power, telecom, IT, defence, pharma and healthcare, while staying cautious on select industrial and export-oriented names. He also explains the strength of SIP flows, the role of gold in portfolios and key investment themes that could shape markets in the months ahead.