In the near term, the markets may be getting excited too soon. There are risks immediately and that would lead to earnings contraction. I expect a near-term correction before we get on with the long-term bull story.
ETMarkets Smart Talk| 15 sectors to watch: From EMS to aerospace engineering – Sunny Agrawal maps the opportunity landscape
Amidst volatile markets and global trade uncertainties, smart money is shifting beyond benchmark indices, focusing on high-potential sectors like EMS, auto ancillaries, and aerospace engineering.
July 31, 2025