Sandip Raichura of PL Capital Group anticipates near-term market pressure amid global uncertainties, but remains optimistic about Indian equities due to structural and cyclical factors. He highlights Auto, QSR, and Defence as promising sectors. Raichura advises HNIs to favor large-cap stocks and longer tenor bond funds, while suggesting gold remains a valuable portfolio component despite its recent surge.
Macro headwinds are behind us; largecaps poised to outperform: Prashant Jain
India’s equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domestic fundamentals, improving external balances,