Jigar Mistry of Buoyant Capital discusses the Indian market’s potential upswing, cautioning against oversimplification due to global factors like tariffs and recessionary pressures. He highlights the nuanced impacts of trade dynamics and suggests a calibrated approach. Mistry advises focusing on large-cap stocks and specific sectors like banking, financials, and healthcare, while remaining cautious about the MFI space.
Auto rally more defensive than explosive: Anshul Saigal
Anshul Saigal of Saigal Capital suggests metal stocks are poised for growth due to cyclical lows, attractive valuations, and rising global demand. While auto sector