Varun Saboo from Anand Rathi remains bullish on PSU banks, two-wheelers, and select pharma and hospital stocks. He highlights the potential benefits tied to rate cut cycles and sees continued value in these sectors. Though FMCG has done well recently, he advises against investing in defensive sectors while preferring growth stocks.
See a long runway for T&D segment in power sector: Nischal Maheshwari
Nischal Maheshwari highlights positive growth in the power sector’s transmission and distribution (T&D) due to solar power adoption and rising power consumption, necessitating infrastructure upgrades.