Siddharth Vora has turned constructive on the market, seeing attractive valuations after a recent correction, and is increasing exposure to smallcaps. His portfolio remains overweight in metals, power, and materials, while avoiding IT. He sees contrarian opportunities in oil marketing companies after exiting ONGC.
US stocks today: US stocks end higher as investors turn to earnings season
US markets ended higher with the S&P 500 near record levels, driven by SK Hynix’s strong Nasdaq debut and renewed momentum in AI-linked chip stocks.