Market Commentary | Ashish Chaturmohta On Market Outlook, Sectors & Key Investment Themes

In this episode of Market Commentary, Ashish Chaturmohta, Managing Director – PMS, JM Financial, discusses the market outlook amid elevated US bond yields, global uncertainty, crude oil volatility and persistent foreign fund outflows. He shares his view on valuations, earnings growth and the near- to medium-term trajectory for Indian equities. Chaturmohta highlights sectors and themes including aerospace, defence, CDMO and CRDMO, while discussing the growth opportunities emerging from India’s rising role in global supply chains. He also explains the investment approach of using sectoral baskets and discusses preferred themes and stocks, including Azad Engineering, Unimech Aerospace, Sansera Engineering and companies across the pharma and new-age consumption space.