Amidst global tensions and market volatility, analyst Anand Tandon advises caution on Indian equities, deeming them expensive relative to growth. He suggests selective buying of fundamentally strong stocks and patience. Tandon favors engineering over aviation, expresses reservations about IT’s near-term prospects due to AI, and urges prudence in banking, particularly with public sector banks.
Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challenges
Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal