Swati Khemani of Carnelian Asset Management remains optimistic about Indian equities, citing strong macro fundamentals and potential FII inflows of $1.5 trillion. She anticipates gradual rate cuts by the RBI and favors sectors like BFSI, manufacturing, pharma, and specialty chemicals.
ETMarkets Smart Talk| 15 sectors to watch: From EMS to aerospace engineering – Sunny Agrawal maps the opportunity landscape
Amidst volatile markets and global trade uncertainties, smart money is shifting beyond benchmark indices, focusing on high-potential sectors like EMS, auto ancillaries, and aerospace engineering.