Investors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Coromandel International and PI Industries favored. He expects a steady quarter for SBI, citing strong asset quality. The metals outlook is turning positive, with Tata Steel benefiting from domestic demand and global cues. Khemka has a buy rating on Tata Steel.
Big-ticket investments to take off on steady demand: SBI Chairman CS Setty
State Bank of India chairman CS Setty anticipates corporate investment will resume as consumption stabilizes. The bank projects India’s economy to grow over 7.5% in