Amnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong domestic performers. He notes that oil marketing companies have performed well due to benign crude prices. While positive on defence stocks long-term, Aggarwal anticipates sideways movement in the near term after a rally post Operation Sindoor.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and
December 8, 2025