“We are researching the insurance sector. Some of the businesses seem to be looking at earnings coming back to an extent and so that is one space I am looking at. Among others, engineering and the capital goods sector continues to be very interesting and pharma looks very interesting once more.”
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and