Expert view, April 7 -- The Indian market is still trailing behind the sell-off seen in global markets due to the recent tariffs imposed by Trump and concerns about a potential recession. Today's Black Monday has unsettled the Indian stock markets. In an interview with Mint, Vaibhav Porwal, Co-Founder of Dezerv, discussed in detail the earnings for Q1FY26, the prospects for a market recovery in the coming year, views on FPI outflows, global market trends, and promising asset classes expected to thrive after market corrections. Here are edited excerpts from the interview:

A confluence of macroeconomic and domestic factors is shaping market dynamics. Tariffs are beginning to disrupt global trade flows, while a potential rate cut adds compl...