Harish Krishnan of Aditya Birla Sun Life AMC suggests buying cyclical sectors when their profit pool share is low. He highlights the metal basket due to potential re-industrialization and a weakening dollar. Krishnan anticipates headwinds for the real estate sector due to high ownership and supply. He also expresses caution regarding the hospitality sector, citing significant listings and potential overvaluation.
Nifty surges 300 points as investor sentiment lifts markets. Will the rally last?
Stock markets now seem to have digested the uncertainty related to global tariff wars on hopes of lesser disruption and trade agreements by major economies.