Hemang Jani, a market expert, highlights key stocks like Trent and CAMS in the current bull market. He discusses PB Fintech’s healthcare foray plans and provides insights into the auto sector, particularly the two-wheelers and OEMs. He says he is not too excited about the passenger vehicle story at this point, Jani advises caution with high-valuation stocks but sees potential in certain sectors.
Bleak Winter! Why analysts are hinting at painful October even after 8 weeks of Nifty correction?
The global backdrop remains the biggest problem. US yields above 5%, a firm dollar, higher crude prices and rupee weakness make India more vulnerable.