"Buy cyclicals, industrials, financials and discretionary consumption over globally-facing sectors or defensives like consumer staples," says Ridham Desai of Morgan Stanley.
ET Markets RadioTune in now for Markets news, views & cues
ETMarkets Morning Podcast (ETMarkets.com)
05:08 Min | June 04, 2021, 8:48 AM IST
Tune in as we tell you what s happening in the market, what s making news this morning, and look at some of the buzzing stocks.
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Transcript
Hi there, Good Morning. Welcome to ETMarkets Morning podcast, the show about money, business and markets. I am Sabari Saran. Let s start with the headlines first
Balanced Advantage Funds go light on pricey equity
Price trends signalling good times ahead for cement stocks
MFIs facing major rating downgrade
Damani, DMart on a real estate buying spree
While many stocks in the building materials sector like steel or plastic have surged recently, cement stocks are still hovering around a low price zone.
Read more about Cyclical sectors are expected to drive March 2020 quarter earnings growth on Business Standard. Bank results are especially eagerly awaited in this quarter. The Supreme Court has lifted its stay order, which means that banks can report NPAs realistically