Dipan Mehta of Elixir Equities discusses the potential for soft quarters in the auto industry and advises managing expectations. He also highlights Paytm’s resilience despite regulatory challenges and expresses the need to be cautious about the cement sector. Mehta notes that private sector capex is focused on startups, batteries, semiconductors, and data centers.
ETMarkets Smart Talk | IT, Pharma face global headwinds; Banks and Telcos offer safety: BNP Paribas’ Abhiram Eleswarapu
The recent market drawdown may have already factored in some but not all potential earnings cuts, especially in globally exposed sectors such as IT services
April 15, 2025