Indian markets are poised for a strong turnaround after 13 months of underperformance, says market expert Ajay Bagga. With earnings downgrades ending, Q2 results beating expectations, and potential catalysts like a US–India trade deal and political stability in Bihar, sentiment is improving. Bagga expects fresh FPI inflows, sectoral strength in financials, autos, infrastructure, and a revival in IT led by AI adoption.