The Nifty50 has comfortably surpassed 17,000-17,100 in July and now market action will be guided by auto sales, PMI numbers and GST collection figures for cues as well as the outcome of the MPC meeting scheduled for August 5.
Deven Choksey, MD of DRChoksey FinServ, says private sector insurance companies are relatively more favourable from a growth perspective. Valuation-wise, some of them have already
Punita Kumar Sinha suggests focusing on quality, defensives, and FMCG, anticipating a boost from a better monsoon. She recommends a domestic-focused portfolio including financials, particularly
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