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Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities in NBFCs, and a comeback in discretionary consumption, particularly autos. Healthcare, especially hospitals, also presents promising prospects.
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FII sentiment towards India is reviving due to macro stability and easing global uncertainties, suggesting a shift from "pause" to "play" for the market. Despite some economic slowdown indicators, strong corporate profits and potential consumption boosts point towards renewed foreign inflows and a potential bullish phase.
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Real estate is reclaiming its investment spotlight this Diwali, driven by festive sentiment, attractive home loan rates, and RBI's rate cuts. Premium and upper mid-income housing segments in Tier-1 and Tier-2 cities are witnessing strong demand from both end-users and investors seeking stable, long-term returns and enhanced lifestyle amenities.
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