Anshul Saigal of Saigal Capital suggests that while early monsoons generally benefit India, fundamentals drive the market beyond short-term weather impacts. He favors broader market opportunities over expensive, unprofitable stocks like Zomato. Saigal is positive on the CDMO space due to potential gains from the China plus one strategy, while being cautious on generic pharma exports to the US.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025