Samir Arora, Helios Capital founder, gives insights on various sectors including NBFCs, FMCG, real estate, and consumption. He mentions the current trends and outlook for these segments, highlighting strong potential in housing finance and microfinance, while noting mixed performance and future prospects for other sectors, particularly impacted by changing consumer behaviors and market conditions.
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector