Anshul Saigal of Saigal Capital suggests metal stocks are poised for growth due to cyclical lows, attractive valuations, and rising global demand. While auto sector growth is modest, excitement stems from increased profitability in SUVs and anticipated commercial vehicle volume growth. Saigal views promoter buying as a stronger indicator than selling, attributing sales to various factors like parental debt.
AI may hurt IT today, but it could create the sector’s next growth engine: Baroda BNP Paribas MF
AI may disrupt traditional revenue streams in India’s $280-billion IT services industry, but Rohan Korde of Baroda BNP Paribas Mutual Fund believes it could also