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.
Deven Choksey bullish on 3 sectors for long-term portfolio play
Deven Choksey of DRChoksey FinServ Pvt. Ltd. notes market volatility around expiry days and corporate result announcements, creating opportunities in fundamentally strong companies. He expresses