Indian markets are seeing sector rotations. Jitendra Gohil of Bajaj Alternate Asset Management says investors should be selective. Strong company finances may lead to lower profits ahead. Foreign investors are focused on AI globally. PSU stocks, especially banks, remain attractive. Power and data centres are also promising. Avoid lower-end consumption and overpriced paint and cement companies. Focus on reform beneficiaries.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets