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.
Oil and data centre stocks sink after US midterms
Following the US midterm election outcomes, significant shifts have been noted, influencing both oil prices and Asian stock markets. This week, Brent crude futures plummeted