It’s not just last month, the strategy has seen a good turnaround in performance in the last 6 months and in the last 6 years, it has created high single-digit alpha over the Nifty50 index.
Market expert Sandip Sabharwal identifies ICICI, Axis, and Kotak as top banking picks, citing upside potential. He also sees value in infrastructure stocks like NCC
Indian IT stocks are seeing a rally but may offer modest returns. Banks, especially large private and PSU banks, are expected to perform well. NBFCs
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