Ajay Srivastava of Dimensions Corporate observes irrationality in the market. He notes high PE ratios for some companies. He suggests caution and stock-specific investing. Srivastava highlights auto and engineering sectors as promising. He advises being wary of hotel sector expansion. He also points to e-commerce as a thriving area. He emphasizes reinvestment for sustained growth.
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