Rajesh Bhatia of ITI MF suggests optimism despite a current slowdown, citing India’s strong macro context. He advises patience in defence stocks due to high valuations, favors private banks anticipating FY27 growth, and recommends focusing on auto companies gaining market share, irrespective of GST changes. Interest rate cuts and reforms are expected to drive recovery.
Recent Posts
- BlueQubit: This BlueQubit Trading Robot Sets New Standard in AI-Driven Trading with Unmatched Security and User Approval
- While adjusting our outlook to reflect market uncertainty, we stay committed to investing for long-term value creation
- Target Outgoing CEO Warns Of Short-Term Tariff Pressure, Stock Sinks
- Lowe’s Raises Outlook, Expands Pro Reach With $8.8 Billion Acquisition
- Stock Market Today: Nasdaq, S&P 500, Dow Futures Drop—Target, Lowe’s, TJX Companies Earnings In Focus (UPDATED)