Manishi Raychaudhuri favors private sector banks due to potential consumption and investment rebound, alongside consumer discretionary stocks benefiting from tax cuts. Industrials, boosted by infrastructure spending and defense equipment manufacturing, are also promising. While cautious about generics, he sees potential in domestic healthcare, particularly hospitals and diagnostics, driven by increasing urban affluence.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026