Ram Medury of Maxiom Wealth advises caution in midcaps, smallcaps, and IT. He believes these sectors are becoming overheated. While the broader market looks good for the second half of 2025, investors should be careful. RBI rate cuts may boost banks, autos, and real estate. Geopolitical risks and trade talks remain relevant. Defence and consumer durables sectors may perform well.
F&O Talk: Big break above 23,200 can open doors for 23,500 for Nifty; Sudeep Shah picks 6 stocks ahead of Diwali
Nifty could extend its recovery towards 23,500 if it decisively breaks above the 23,150–23,200 resistance zone, says SBI Securities’ Sudeep Shah. He also shares his
October 31, 2026