Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector banks, real estate, infrastructure, capital market plays, and discretionary consumption. While large-cap IT may see modest growth, mid-tier IT and insurance sectors present buying opportunities, despite concerns about valuations and potential tariff impacts.
$20 billion of IPOs per year a new normal for India: JP Morgan
Initial public offerings worth USD 20 billion per annum are the “new normal” for India and will become an annualised run rate over the next