Despite elevated headline valuations, select sectors continue to offer compelling structural growth visibility. Viraj Gandhi, CEO of SAMCO Mutual Fund, believes defence, financials and pockets of consumer discretionary are positioned to benefit from policy support, balance sheet strength and evolving demand dynamics. He advocates a momentum-led, risk-calibrated approach in navigating the current market cycle.
Recent Posts
- Hedge Funds Load Up on Aussie Call Options as RBA Decision Nears
- Nifty 50, Sensex today: What to expect from Indian stock market in trade on March 12
- Breakout stocks to buy or sell: Sumeet Bagadia recommends five shares to buy today — 12 March 2026
- Indian stock market: 10 things that changed for market overnight – Gift Nifty, US-Iran war, oil prices to US inflation
- Explained: Why crude oil prices rose 8% to nearly $100/barrel despite IEA announcing largest release since the 1970s