Chakri Lokapriya of LGT Wealth suggests a cautious market outlook. Export sectors face challenges due to US tariffs. Industrials and consumer discretionary sectors show potential. ITC and Hindustan Unilever are bottoming out. Hero MotoCorp and TVS Motors appear attractive. Private capex may see a slight increase. Large-cap banks are preferable in the current environment.
Energy, telecom continue to draw foreign flows in Nov
Foreign investors injected significant capital into India’s energy and telecom sectors in the latter half of November, continuing a trend from earlier in the month