Rahul Rathi, Chairman & Fund Manager at Purnartha PMS, discusses his bullish outlook on India’s energy sector, capital goods, and industrials. He emphasizes the significance of operational efficiencies and internal demand for driving company’s earnings growth, highlighting investment opportunities in companies like GAIL and Tech Mahindra, which exhibit strong margin expansion and operational improvements.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and