Market Masters With Aniruddha Sarkar | Top Stock Ideas, Market Outlook & Investment Strategy

Markets witnessed sharp volatility as the Sensex and Nifty erased early gains amid profit booking in IT stocks, rupee weakness and persistent geopolitical concerns. But is this correction an opportunity in disguise? In this edition of Market Masters, Aniruddha Sarkar, Co-founder & CIO, Equinova Investment Managers, shares his high-conviction investment ideas and explains why the real action is beyond the headline indices. Sarkar remains bullish on power capex, auto ancillaries, EVs, defence and select textile plays, while staying underweight on traditional sectors like IT, oil & gas and banks. He also reveals why stocks such as Hitachi Energy, Ather Energy, TVS Holdings, Techno Electric, Kalpataru Projects, Precision Wires, KSH International, Arvind and Eternal continue to feature prominently in his portfolio strategy.