Narendra Solanki, Head of Fundamental Research at Anand Rathi Shares, remains bullish on L&T and BHEL amid strong government capex momentum. Cipla’s results exceeded expectations despite a surprise leadership change, while Dr Reddy’s stock fell after a key GLP-1 drug approval was delayed. Solanki expects stable macros and selective sectoral opportunities ahead.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets