Despite gloomy headlines, Deepak Shenoy of Capitalmind MF sees a better ground reality for markets, backed by strong corporate earnings and encouraging bank credit growth. He favors industrials, import substitution, and manufacturing, with defence and semiconductors as high-conviction bets, while advising caution on oil prices and the EV technology theme.
Market in consolidation phase, break above 24,600 crucial for trend shift: Gautam Shah
Indian stock markets are seeing a shift. Leadership is narrowing, with energy, PSU, metals, real estate, and pharma sectors poised for growth. The auto sector