Ajit Mishra, VP – Research, Religare Broking, said that participants should align their positions and look for buying opportunities on dips. All the sectors are contributing to the move. “We believe the focus should still be on the top performers rather than expecting a turnaround in the beaten-down names,” he added. “We reiterate our preference for auto, FMCG, banking and financials and remain selective in others.”
Earnings to be better in cement and steel sectors in medium term: Pankaj Pandey
Pankaj Pandey suggests that while Q4 earnings were subdued, FY26 looks promising, particularly for the commodity sector. Cement and steel are highlighted as potential outperformers