Market Recovery: Gaurang Shah Picks Banking, Defence, Power And Cement Stocks For Fresh Bets

As markets look to recover, investors are searching for sectors offering attractive valuations and growth potential. Gaurang Shah, Senior Vice President at Geojit Investments, identifies banking and finance, defence, capital markets, power, energy and capital goods as sectors worth watching. He also sees potential opportunities in auto stocks amid current headwinds, along with cement companies. For investors with a higher risk appetite, real estate could offer a contrarian opportunity. With Q2 earnings season underway and global trade developments in focus, which sectors could lead the next phase of the market recovery? Here are the key investment themes to track.