Market expert Neeraj Dewan suggests long-term investment in the fertilizer sector during periods of low interest and price corrections. He notes a potential turnaround in the QSR segment due to easing inflation and increased demand. While maintaining a positive outlook on OMCs due to strong momentum, Dewan advises caution regarding Eternal due to high competition in quick commerce.
FIIs on sidelines due to high valuations despite macro strength: Jitendra Gohil
Kotak Alternate Asset’s Jitendra Gohil anticipates heightened competition across Indian sectors due to government initiatives and reduced business costs, potentially pressuring earnings despite strong macro