Dhananjay Sinha of Systematix Group suggests a cautious market outlook. Upcoming results season, tariff concerns, and US Fed rate decisions are key factors. A rotational investment strategy is advised. Focus on sectors like consumption-related ideas, non-ferrous metals, tractors, two-wheelers, agri-inputs, FMCG, and defence. Banking sector rally may slow down. Auto sector faces potential supply headwinds. Investors should be nimble.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets