Rajat Sharma of Sana Securities favors value investing. He sees buying chances in HDFC Bank and ICICI Bank. Long-term prospects are strong for IT stocks like Infosys and Birlasoft. Defence stocks are viewed with caution due to high valuations. FMCG sector may see earnings-led upside. Sharma’s strategy focuses on fundamentals for long-term gains.
Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challenges
Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal