Amnish Aggarwal from Prabhudas Lilladher suggests BSE is attractive due to the expected NSE listing. Capital market themes like AMCs offer steady returns. Life insurance shows strong performance, unlike non-life. He notes that while IT stocks have low PE multiples, growth prospects are limited. Aggarwal prefers pure growth stories over contra value plays in the current market scenario.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets