Is it a good time to bottom fish in IT and banking stocks? Surjitt Singh explains
Surjitt Singh of PGIM India Mutual Fund discusses playing BFSI through differentiated themes, underweight banking and IT sectors. Market influenced by earnings season, government stability, and sectoral views. Positive on auto, healthcare, building materials. Concerns about real estate valuations. Metal pack showing signs of recovery. Overweight on hospitals and CDMO manufacturers in healthcare sector.
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