Indian markets are set for a robust year. Experts foresee renewed economic momentum fueled by government support. Expect double-digit nominal GDP growth translating to strong earnings. Financials are expected to lead the rally, with autos and technology also showing promise. Government spending on infrastructure, railways, and defence will be key drivers.
EMS valuations, oil plays and Paytm in focus as Sabharwal stays cautious ahead of Budget
Market expert Sandip Sabharwal expressed caution on high-valuation EMS stocks like Dixon Technologies, questioning earnings quality and growth sustainability. He offered a tactical view on