ICICIdirect’s Pankaj Pandey sees defence stocks, BFSI, select consumption plays and domestic pharma offering strong multi-year growth visibility. Faster defence order execution, Titan’s strategic lab-grown diamond push, attractive NBFC valuations and IT as a contra bet could drive sector rotation. Caution advised on precious metals, while capex-linked themes may regain traction.
Source :- Markets-Economic Times Read More
