Which Sectors Will Outperform When Markets Begin To Recover From Current Lows?

Shibani Sircar, Sr. Executive VP, Fund Manager & Head of Equity Research at Kotak Mahindra AMC, shares her insights on sectors with attractive valuations in the current market. She highlights that despite the ongoing volatility due to FII selling, strong DII buying is providing stability, preventing sharp downturns. According to her, India's macro fundamentals remain strong, and a few sectors still offer valuation comfort. She points to the consumption sector, particularly with rural demand picking up during the festive season, as well as the technology sector, where large-cap stocks are reasonably valued and poised for growth with trends like GenAI driving demand. Lastly, she mentions large banks, noting that while there are some concerns, the risk-reward is favourable for long-term investors. Watch this video for a detailed sectoral outlook.