Despite West Asia’s tensions, Indian markets are resilient, focusing on positive earnings, says Anshul Saigal. Financials, especially private and PSU banks, show promise. A shift from unorganized to organized distribution across sectors like metals and pharma presents opportunities. Demand in capital goods and defence suggests long-term potential. Autos may be bottoming out, while BSE faces challenges due to expiry changes.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets