Sandip Sabharwal advises a mix of consumer companies for potential growth. He highlights the recovery in metals driven by China and the buying opportunities in stocks like Kotak and Dabur. Further he says: "The opportunity overall in the broader market will remain, but there are segments of significant overvaluation also. "
Vipul Bhowar discusses the potential benefits for metals and mining amidst China s economic challenges and government stimulus, while also offering insights into the Media and FMCG sectors, providing investment advice for Gen Z, and emphasizing sound investment principles for portfolio resilience.
Vinod Karki, Equity Strategist at ICICI Securities, highlights market trends with a focus on domestic cyclicals, defensives, and FPI buying behavior. He anticipates a tapering down of earnings growth from a low base, emphasizing the importance of maintaining valuations in the market. Karki points out that DIIs and FIIs being an equal footing in terms of net buying is keeping our markets relatively expensive .