Sudip Bandyopadhyay highlighted that Indian equity markets are currently in a consolidation phase, which offers attractive bottom-up investment opportunities. According to Bandyopadhyay, the sharp market correction in recent months is a natural adjustment from the highs of late 2024, with fundamentals gradually catching up with valuations. In an exclusive interview with ET Now, he noted […]
The Indian real estate sector is at an intriguing inflection point, with debt levels largely low and analysts suggesting the market may be approaching a peak. Aman Chowhan out Abakkus Asset in an interview with ET Now explained that markets focus more on sales velocity than profits when evaluating real estate companies. “Stocks will correct […]
In a conversation with ET Now, Pankaj Pandey, head of research at ICICI Direct, shared his sector-wise view on automotive, chemicals, defense and jewellery. He believes the market continues to show strong performance in certain sectors, although valuations remain critical for investors. Automotive sector: M&M leaders, Eicher shines in the premium segmentWhen asked about the […]