Rohit Srivastava sees positive trends in Indian markets despite volatility from events like Trump’s announcements and RBI policy. He highlights the bullish signals from RMI momentum indicators and anticipates improvements post-announcements. Realty sector shows short-term recovery, but long-term growth needs more time. Financials, especially NBFCs, remain attractive due to good valuations and expected RBI support.
Fund Manager Talk | Sanjay Bembalkar warns against chasing story stocks
Union AMC’s Sanjay Bembalkar remains positive on equities despite the recent rally, favoring consumer discretionary, industrials, and financials. He advises caution on narrative-driven sectors lacking
June 20, 2025