Rajesh Bhosale from Angel One suggests a positive bias in the market, recommending a ‘buy on dip’ strategy. While cautiousness prevails due to Trump’s trade policies and upcoming results, FMCG stocks are gaining traction, with selective counters poised for strong performance. Marico and L&T Finance are recommended as stock-specific picks with defined targets and stop losses.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.