China stocks were mixed in early trading with the blue-chip index easing 0.07%, while Hong Kong’s Hang Seng index was up 0.5%.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility