Independent market analyst Ambareesh Baliga says the upcoming India–US trade deal could be the key trigger to push markets beyond all-time highs and revive beaten-down midcaps and smallcaps. He remains bullish on autos—especially Maruti, Hero MotoCorp and TVS—and sees a realty rebound led by Navi Mumbai, favouring Godrej Properties and Arihant Superstructures as sales momentum strengthens.