
The mood on Dalal Street is improving after a sharp correction, with the NIFTY 50 staging a recovery despite ongoing geopolitical tensions. But is this the right time to invest? In this exclusive market commentary, Amit Khurana shares his outlook on market direction, valuation comfort zones, and key investment themes for the medium to long term. From discretionary consumption and alcobev to QSRs and paints, he highlights sectors showing resilience and potential upside. He also decodes the IT sector debate - value buy or value trap - while emphasizing a cautious, stock-specific approach in uncertain times. Watch for expert insights on navigating volatility and identifying opportunities in today’s evolving market landscape.