Where Valuations Still Make Sense: ICICI Pru’s Vaibhav Dusad on IT, Banks and Select Contrarian Bets

In a market struggling with high valuations and uneven earnings momentum, ICICI Prudential AMC is seeing selective moments of comfort emerging. Senior fund manager Vaibhav Dusad outlines why technology and big private banks offer reasonable entry points, how interest rate cycle dynamics are reshaping the financial sector, and where contrarian opportunities could emerge as sector […]

Buy on dip or wait? Motilal’s Sneha Poddar analyzes the market opportunities for the second half of 2025

ET Markets spoke to Sneha Poddar, VP-Research, Wealth Management at Motilal Oswal Financial Services, to discuss what is driving the markets, sustainability of valuations, sectoral opportunities and risks for investors as we enter the second half of 2025.Fragments:Q. What is driving the Indian stock market right now? Is it the global signals, the profits, the […]