Expert view, Sept. 18 -- Siddharth Vora, Head of Quant and Fund Manager at PL Asset Management, is bullish on the Indian stock market due to strong GDP growth, controlled inflation, favourable tax reforms, GST revisions, and interest rate cuts. In an interview with Mint, Vora shared his views on market valuations, the sectors he is positive on, and FII trends. Edited excerpts:

I am bullish on India because the domestic macroeconomic environment remains robust despite global volatility.

Our models show that Indian equities have entered a risk-recovery cycle with improved sentiment demonstrated by our risk-o-meter and the "senti-meter".

This is fundamentally supported by easing tariff concerns, steady domestic inflows, broad-based recove...