In TrendsSensex TodayAsian StocksGold-Silver PricesBrent Crude PricesFed hike won’t derail markets; Arvind Sanger sees broader opportunities beyond NiftyArvind Sanger, Managing Partner of Geosphere Capital Management discusses the Fed rate outlook, AI-driven US growth, data centre risks, oil prices and opportunities across Indian midcaps, smallcaps, manufacturing, healthcare and financials.By Reema Tendulkar | Prashant Nair | Nigel D'Souza September 7, 2026, 9:53:35 AM IST (Published)Arvind Sanger, Managing Partner of Geosphere Capital Management, expects the US Federal Reserve to likely raise rates by 25 basis points, but believes a single rate hike is unlikely to derail markets if earnings growth remains strong. He sees the artificial intelligence (AI) boom and related capex continuing to drive growth, although a slowdown in AI spending could become a major market risk in 2027.On India, Sanger sees opportunities broadening beyond the Nifty, with midcaps and smallcaps showing stronger earnings growth. He favours manufacturing companies with export exposure, domestic healthcare, select NBFCs and banks, while also watching Indian IT companies that could benefit from AI implementation.This is an edited transcript of the interview.Q: It was one of those days in the US markets where good news in the economy was bad news for the stock market. The US…
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