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Siddhartha Khemka says: “We believe that there are various sectors where the valuations are comfortable, the earnings are picking up. So, if you take the example, earnings for several sectors which have been sluggish for the past several years, have been picking up. These are sectors like automobiles, real estate, capital goods, infra, industrials, utilities, hotels.” ....
Siddhartha Khemka says: “The crude oil prices which have cooled off on a monthly average basis, is providing some comfort in terms of raw material prices. Also, if you look at almost a year of underperformance, the sector valuation seems to be pretty comfortable. Now with the talks of the US Fed interest rates peaking out and possible rate cuts next year, growth stocks have been back in focus.” ....
“Hero followed by Eicher would be the two preferred picks within the two-wheeler space. Within the tyre space, we prefer Ceat, followed by Apollo Tyres. We believe Ceat has a very stable growth outlook both for its OEMs as well as for the replacement demand and the absorption of new capacities would drive operating leverage.” ....
The wealth management industry in India is expected to grow at a healthy rate over the next five years, with a focus on serving ultra-high net worth individuals (UHNIs), high net worth individuals (HNIs), mass affluent, and retail investors. New-age wealth management firms are integrating banking and lending services to provide comprehensive solutions. The use of technology, including AI-powered chatbots and digital platforms, is driving innovation in the sector. ....