The InCred Asset Management fund manager expects sectors such as IT, Healthcare, Manufacturing, and Consumer Discretionary to drive the next leg of the rally in the Indian markets. He believes that the markets are fairly valued at the current levels and that returns will depend on earnings growth. Sood also advises investors to stay disciplined and avoid over-exuberance in sectors with unfavorable risk-reward ratios.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,
December 8, 2025