ICICI Securities’ Amit Gupta On Market Trends, Stock Opportunities And How To Invest Now

With markets remaining volatile and stock selection becoming increasingly challenging, how are top investors navigating these uncertain times? Amit Gupta, Sr. VP & Fund Manager at ICICI Securities, shares valuable insights on market trends and strategies for investors. He explains how post-election dynamics have shifted market trends, with previously outperforming sectors like Industrials, Infrastructure, and Energy transitioning into time correction phases. Meanwhile, underperforming sectors such as Consumer, Agriculture, Textiles, and Allied Industries are beginning to show promise. ICICI Securities has adjusted portfolios accordingly, highlighting examples like Praj Industries, which has benefited from government subsidies on compressed bio-gas and second-generation ethanol, as well as opportunities in blue hydrogen and ethanol blending. Niti Aayog’s push to increase ethanol blending to 25% also presents new potential. Watch this video to learn how Amit Gupta's outlook can help you make informed investment decisions in today's volatile market.