India, Sept. 13 -- Markets have been under relentless pressure off late-equity indices are choppy, FPIs are unloading equities, corporate earnings and P/E ratios are softening, US tariff rhetoric is heating up, and commodities are surging; both silver and gold have spiked spectacularly. Add global monetary instability and geopolitical tensions, and the obvious question emerges: Will October bring a breakout, or is it time to brace?

1. Earnings & Valuations: Pockets of Opportunity EmergingWhile earnings growth has slowed and multiples have compressed, the silver lining is that high-quality companies are gradually becoming available at more reasonable prices. For investors willing to look past the immediate slowdown, this is often where at...