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Pashupati Advani expresses concerns about the IT sector s changing business models and the potential dominance of big American companies in AI. He is optimistic about the growth in the infrastructure sector, particularly for construction and cement companies benefiting from various projects. Advani says: "If you have moved into some good, profitable government companies over the last six months, you have done very well and that is where we should continue to go even now." ....
Ajay Srivastava of Dimensions Corporate says "we are in that zone where people are comfortable where they are and therefore willing to carry the investment and also make more investment. So, yes, there are fundamental factors, but to me the most important is human psychology. We are feeling good today and when we feel good, we want to do things and become more expensive." ....
Amit Khurana discusses market correction trends, preference for bottom-up portfolio allocation, identifying opportunities in small and midcap stocks, backing real estate, alcobev, mid-sized banks, affordable housing, and midcap cement amid corrections. Khurana says: "This market is moving into a zone which is showing signs of correction. Some have played out and some are yet to play out." ....
Rajeev Mantri of Navam Capital says regulator action and frothiness in smallcap and midcap segments have spooked the market. Privatisation of PSUs, attractive investment themes in metals and banking stocks, and alignment with renewable energy, healthcare, and fintech sectors are key areas of interest. Metals and banking stocks are looking very attractive and it also plays into the larger theme of the privatisation policy. ....