Nifty is poised for further gains, driven by easing geopolitical concerns and robust FII inflows, targeting 25,200-25,800 if it holds above 24,800. Midcaps and smallcaps are outperforming, indicating strong risk appetite. Metal and PSU sectors show breakout potential, with specific stock recommendations including SAIL, Tata Steel, HDFC AMC, and Eternal.
ETMarkets Smart Talk| 15 sectors to watch: From EMS to aerospace engineering – Sunny Agrawal maps the opportunity landscape
Amidst volatile markets and global trade uncertainties, smart money is shifting beyond benchmark indices, focusing on high-potential sectors like EMS, auto ancillaries, and aerospace engineering.