One should keep an eye on the ongoing geo-political tensions and multiple important elections that will happen across the world this year, says Shailendra Kumar.
Following the recent market correction, investors are actively seeking infrastructure stocks to include in their portfolios as the valuations have corrected slightly.
In terms of valuation, a further correction of three-four percent will make Indian equities even more attractive, says Shailendra Kumar of Narnolia Financial Services
Shailendra Kumar expects decent results from auto, banks, capital goods, construction materials, and metal and mining companies in the July-September period FY24.
Shailendra Kumar, CIO of Narnolia Financial Services, expects a very healthy and stronger bull market for India based on structural fundamental changes in India which should drive a very broad base rally for a longer period of time.