Expert view: AshwiniShami, President and Chief Portfolio Manager, OmniScience Capital, believes an India-US trade deal and improved FII (foreign institutional investors) inflows will help the Indian stock market deliver healthy returns in the second half of the current financial year (H2FY26). In an interview with Mint, OmniScience Capital’s Chief Portfolio Manager stated that he finds public sector banks (PSBs) more attractive and is positive on the financial, railway, defence, and power sectors.