Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities in NBFCs, and a comeback in discretionary consumption, particularly autos. Healthcare, especially hospitals, also presents promising prospects.
US stocks today: US stocks rise as energy costs weigh on Fed rate decision; Dow ends 55 points higher
US stock markets saw gains as Wall Street closed higher. Travel stocks like Delta Air Lines and American Airlines Group rebounded. The Federal Reserve commenced
March 17, 2026