Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential