Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia

July 14, 2025

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.

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