Sandip Raichura of PL Capital Group anticipates near-term market pressure amid global uncertainties, but remains optimistic about Indian equities due to structural and cyclical factors. He highlights Auto, QSR, and Defence as promising sectors. Raichura advises HNIs to favor large-cap stocks and longer tenor bond funds, while suggesting gold remains a valuable portfolio component despite its recent surge.
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector