Private banks show attractive valuations and positive future growth. Defence stocks have strong order books but limited rerating potential. ITC faces volume challenges due to taxation changes, impacting its earnings trajectory. Investors are watching budget announcements for potential shifts in these sectors.
Q4 earnings, Budget and trade deals seen as key market triggers: Aman Chowhan
Indian markets are waiting for a boost as recent earnings met expectations but did not attract foreign investors. The upcoming March quarter earnings will be