Following a significant 1.5-year consolidation, Indian equities show signs of a reset with compressed valuations and policy support. Alok Agarwal believes the bulk of the correction is over, highlighting metals, capital market plays, PSU, and regional private banks as potential leaders for the next market phase.
Cement sector poised for gains as South India leads the way
South India’s cement sector is witnessing a promising price recovery, with sustained hikes and a shift towards value over volume. Experts anticipate significant price increases