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Amnish Aggarwal from Prabhudas Lilladher highlights the favorable position of power financiers in the renewable energy sector, despite high valuations post re-rating. He sees potential in capex-themed sectors like railway, defence, and infrastructure. While financials face mixed prospects, selective stock picking is advised. Consumption sectors, especially staples, may experience pressure in 3Q.
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News and Media
In context of all of that, 24 has been a wonderful year and I would be surprised if 25 again ends up being a good year though maybe the start might be a little kind of more cautious, more jittery, there might be a bit more volatility, but on the whole 25 should be a good year.
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News and Media
Russia is still be able to pipe gas to Hungary, as well as Turkey and Serbia, through the Black Sea.
Category:
News and Media
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