What we are seeing in Europe is obviously going to benefit the entire metal pack and then that could add value and exports might move up in a few companies. So definitely companies like Hindalco, JSW Steel and Tata Steel look like the biggest beneficiary of this.
Banking, consumption and healthcare to lead market gains: Shibani Sircar Kurian
Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities