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.
Deven Choksey on 3 themes that are right for investing in a volatile market
Deven Choksey is optimistic about investing in the metal sector due to stable energy prices and rising consumption. He also sees opportunities in some NBFCs