Deepak Shenoy of Capital Mind notes the market’s search for a catalyst amidst strong economic fundamentals in defence and financialization. He sees opportunities in semiconductors and high-precision manufacturing, particularly in recently listed IPOs after a two-quarter evaluation. Asset managers should focus on undervalued sectors with long-term growth potential, as markets continually offer buying and selling opportunities.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets