Obviously, there are other companies who are purely into EVs like Ola Electric, etc, where I would not be so bullish, I think they will continue to lose market share.
Gautam Duggad sees PE re-rating potential in 2 sectors; likes largecaps & may raise weight in Reliance
Gautam Duggal, Head of Research at Motilal Oswal, sees limited PE re-rating potential, primarily in large-cap financials and capital market stocks. He favors earnings visibility