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Earnings rebound, tariff deal hopes position markets for a strong two-year run: Nilesh Shetty

Indian markets hit fresh all-time highs as improving earnings, GST cuts, and easing macro pressures boost investor confidence. Quantum Advisors Nilesh Shetty says the worst of earnings downgrades is over, with banks, IT and insurance offering strong value. Industrial and FMCG stocks may lag, while an IndiaUS tariff deal could trigger the next big market catalyst.