After a pause of a few months, expect to do well in second half: Jiten Parmar
Jiten Parmar, believes that inflation and interest rates have started trending down in FY24, making it a more constructive year for investments than the previous year. Parmar believes that chemicals, which have corrected margins, are back on the radar due to their long-term tailwinds, and he is constructive on midcap cement due to the sector's capacity utilization, margin of safety, and expected OPM improvement.
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