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Managing Partner of Talk The Walk, Sanchita Mukherji told Timesnownews.com, “the Nikkei 225 scaling historic new heights—propelled by structural governance shifts and a global AI and semiconductor boom—is not an isolated victory for Tokyo, but a roaring engine for all of Asian equity. As international capital seeks alternatives to sluggish Western growth, Japan and India are operating as the dual pillars of the Asian bull run: Japan offering re-energised corporate efficiency, and India offering unmatched demographic momentum and domestic consumption. The current correction in Indian equities is a healthy, short-term breathing spell driven by tactical global fund rotation and stretched near-term valuations, rather than a structural decline. The market’s long-term fundamentals remain exceptionally robust, anchored by an unrelenting multi-trillion-dollar capital expenditure cycle in core infrastructure and the rapid expansion of domestic manufacturing. Furthermore, India’s aggressive pipeline of newly concluded Free Trade Agreements (FTAs) secures high-growth export corridors and fortifies corporate earnings potential for the next decade. For forward-looking investors, this temporary consolidation merely deflates market froth, offering an attractive entry point before the economy’s powerful structural tailwinds inevitably reassert dominance.”