ETMarkets Smart Talk: SBI Securities cautions against value traps; growth visibility key to attracting premium valuations

June 30, 2025

SBI Securities’ Sunny Agrawal anticipates a constructive second half for equity markets in 2025, driven by rate cuts, tax benefits, and revived capex. He suggests focusing on rate-sensitive sectors and themes like steel tubes and railway wagons. While geopolitical tensions may cause short-term crude oil volatility, overall, prices are expected to remain benign, benefiting various domestic sectors.

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