Aman Chowhan weighs investor opportunities in realty, chemicals and auto sectors

November 21, 2025

The Indian real estate sector is at an inflection point with low debt and potential peak, while sales velocity is key for company valuations. Chemicals and banking sectors showed strong Q2 earnings, with auto results meeting expectations. Growth in two-wheelers is positive, but direct auto exposure is avoided due to valuations and EV transition concerns.

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