Market expert Sunil Subramaniam analyzes current market trends, citing low consumer spending, government underspending, and FII selling. He anticipates a market consolidation phase for another month, advising investors to prioritize quality stocks and remain patient. Subramaniam predicts increased government spending, improved earnings, and renewed FII interest by mid-January, driven by upcoming elections and budget expectations.
Dipan Mehta highlights capital goods and power as next market leaders
Dipan Mehta of Elixir Equities expresses disappointment in the banking sector’s recent performance, citing increased competition hindering growth. Excluding PSU banks, many NBFCs and private