The market, as I said, they seem to be quite stabilising and if you look at two buckets in particular, you see external sector, I am not very convinced about because due to what is happening globally, what US is doing, there is little bit of, or rather, I would say there might be prolonged uncertainty for the coming few months till the time the situation stabilises, some trade agreements are in place.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like