Pankaj Pandey bullish on Arvind Fashions and Trent as GST cuts boost margins

October 7, 2025

Investors are closely watching the technology sector as TCS kicks off earnings season, with IT stocks at four-year lows despite currency depreciation. Healthcare, particularly hospitals, shows strong growth prospects driven by rising disposable income. Banking and financial services, including PSU banks like SBI, remain resilient, while fashion retail sees mixed momentum with Arvind Fashions poised for margin recovery.

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