Aniruddha Naha of PGIM India AMC remains positive on Indian markets, particularly financials, citing strong macro fundamentals and reasonable valuations. He anticipates FII inflows to initially benefit largecaps, eventually spreading to mid and smallcaps. Naha favors financials (especially NBFCs), capital goods, and discretionary consumption, driven by rate cuts, liquidity, and improved consumption trends.
Metal stocks set for strong year as domestic demand strengthens: Dharmesh Kant
Despite U.S. rate cuts, IT sector growth remains subdued due to AI disruption, with midcap services firms offering better prospects. Aviation faces near-term pain from
December 11, 2025