Neeraj Gaurh of Axis Securities advises investors to balance market excitement with geopolitical risks. Markets may correct 5-8%, but investors can deploy lump sum investments in good stock ideas when they have valuation comfort, when growth is accelerating, or when RoEs are improving.. Cyclicals are driving earnings growth, and banking underperformance may reverse when liquidity conditions improve.
How to trade Nifty Bank in earnings season. Anand James shares outlook
Towards this end, we retain our last week’s view of 25390. Downside marker meanwhile would be at 24770, with supports below seen at 24470 and