Bottom-up stock opportunities emerge as markets consolidate post-correction: Sudip Bandyopadhyay

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 […]

Aman Chowhan weighs the opportunities for investors in the real estate, chemical and automotive sectors

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 […]

Defense stocks still have firepower; BEL, HAL, Data Patterns among the top picks: Pankaj Pandey

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 […]