Pankaj Pandey suggests domestic-oriented sectors like auto, capital goods, and cement offer attractive risk-reward amidst market volatility, expecting a further 2% correction before a bottom. While exporters face headwinds, select food FMCG companies and auto sales show promise, though IT remains challenging due to global sentiment.
Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?
As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts believe structural supply shortages, booming AI and