Indian stock markets are consolidating after hitting record highs. Experts suggest this is a temporary pause, not a sign of weakness. Investors are advised to buy on dips, expecting the uptrend to continue. Specific stocks like MFSL and Tata Consumer Products show strong potential. Defensive stocks like BEL and Nestle are also gaining momentum, offering opportunities for investors.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,