Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.
Oil Price Today (April 17): Crude oil prices fall on Israel-Lebanon ceasefire, Iran war peace talks. Is the worst over?
Oil prices dipped as Middle East tensions eased with a Lebanon-Israel ceasefire and potential US-Iran talks. President Trump indicated a deal with Iran was close,