Alok Ranjan of ITI Mutual Fund shares his market outlook. He anticipates the consumer sector to perform well. Banking and financial services are also areas of interest. Ranjan notes potential in the cement and automobile sectors. He suggests a bottoms-up approach to the market. Healthcare, particularly hospitals, remains a favored sector.
Rising bond yields and inflation remain key risks for markets: Candace Browning
Global investors are focusing on artificial intelligence driven earnings growth, overshadowing geopolitical concerns. Strong US corporate profits and expectations of easy monetary policy are supporting