Expert view, Dec. 20 -- Persisting uncertainty over an India-US trade deal has been a key reason behind the Indian rupee's weakness, foreign capital outflow, and the modest returns of the Indian stock market this year. According to Sonam Srivastava, Founder and Fund Manager at Wright Research PMS, a delayed India-US trade deal is more of a sentiment overhang than an immediate macro shock for India. She believes the domestic equity market can digest trade-related delays without significant structural damage if domestic demand, capital expenditure (capex) and credit growth remain intact. In an interview with Mint, Srivastava also shares her views on current market trends, the AI theme, expectations for Q3 earnings, and Budget 2026. Here are...