Narendra Solanki sees limited IT growth, bets on rural and pharma plays

April 9, 2026

Investors are becoming selective, focusing on earnings visibility and strong balance sheets. Opportunities are emerging in sectors like IT, with a watch on margins. Asset management companies offer stability. Rural consumption shows resilience, while urban demand is mixed. Infrastructure may see future gains from Middle East reconstruction. Aviation faces near-term challenges but promises long-term growth.

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