Despite geopolitical risks and inflation concerns, market optimism remains strong, with small-cap stocks surging and the S&P 500 setting records. Caution is advised as speculative behavior grows.
ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
Arvind Kothari from Niveshaay is optimistic about capital expenditure-driven sectors. He highlights opportunities in defense, textiles, and power. RBI’s rate cut and liquidity measures aim