Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal

Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South India, shows promise due to price hikes. Metals also present an opportunity for investment. Consumer discretionary stocks are expected to perform well in the second half of fiscal year 2026.

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