Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.
F&O Talk: 22,600 is a key Nifty support; Sudeep Shah discusses PB Fintech, Infosys, TCS strategy ahead of Q2
Analyst Sudeep Shah, Vice President and Head of Technical & Derivatives Research at SBI Securities, interacted with ETMarkets regarding the outlook for the Nifty, options