Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.