According to Rohit Srivastava, the Indian market is experiencing sector rotation, ensuring upward movement after consolidation. Financials, especially NBFCs, are leading the rally due to favorable interest rates and low valuations. PSU stocks are building a base after a correction, offering low-value picks. The metal sector anticipates a commodity cycle upturn driven by sustained demand.
Buy selectively, focus on resilient sectors despite volatility: Manish Sonthalia
Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient