Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector’s future due to AI’s potential impact and anticipates significant power demand growth.
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