Midcaps, consumption and cement to lead market upside in H2: Pankaj Pandey

Pankaj Pandey suggests a promising second half for Indian markets, anticipating Nifty levels around 27,000. Cement and auto sectors are poised for growth, fueled by GST benefits. While cautious on insurance due to margin pressures, AMCs like HDFC AMC and Nippon appear attractive. Real estate sees potential in tier-II players and home-building products, favoring DLF and Max Estates.

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