Rohit Seksaria, an expert from Sundaram Mutual, highlights opportunities in small-cap stocks despite recent market corrections. He remains optimistic about NBFCs and consumer discretionary sectors, but advises caution with global cyclicals, particularly metals and energy, due to their volatile nature.
Impossible trinity problem causes a cash crunch in Asia
China’s overnight and seven-day repo rates surged in February, while bond investors took losses from a sharp rise in yields. Banking liquidity in India suffered