Anshul Saigal of Saigal Capital shares his market outlook. He notes positive surprises from L&T and encouraging commentary from Asian Paints. The paints segment shows signs of recovery with easing competition. Banking and finance sectors look promising with reasonable valuations. NBFCs, especially housing finance, benefit from demand and regulatory clarity. Organized distributors are gaining market share.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets