Ajay Vora from Nuvama Asset Management discusses how the Nifty aggregate EPS has been shifted to FY26. The stock market correction is driven by earnings downgrades and sees PSU sectors hit hard. Government capex and RBI’s actions are expected to provide some market relief. The banking sector, particularly HDFC Bank and SBI, appears stable and attractive for investment.
ET Wealth Expo: Why market veteran S Naren thinks investors are getting gold, silver and asset allocation all wrong
ICICI Prudential MF’s S Naren warns investors against chasing assets after spectacular rallies, highlighting how silver’s 216% surge drew record ETF inflows before a 27%