Amisha Vora, CMD of PL Group, tells ET Now she’s constructive on Indian equities for Samvat 2082, citing comfortable liquidity, tax and GST incentives, and a consumption-led recovery. After heavy FII selling, she expects domestic demand and credit growth to spark earnings upgrades — with BFSI, autos, consumer durables and metals among the key plays. Precious metals get a cautious, tactical nod.