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Market Expert's Top Sector Picks For The Second Half Of The Year

Market Expert's Top Sector Picks For The Second Half Of The Year

Shailendra Bhatnagar
Shailendra Bhatnagar
  • New Delhi,
  • Jul 3, 2026,
  • Updated Jul 3, 2026, 9:40 PM IST

With market sentiment improving, investors are looking for sectors with strong growth potential. Arun Kejriwal, Market Expert, believes infrastructure, domestic manufacturing, and consumption are well placed to benefit from government spending and India's long-term growth story. He explains why companies linked to infrastructure projects could offer greater business visibility, while manufacturing and consumption-driven businesses remain attractive despite short-term challenges. Watch this discussion to discover where smart money could move next and how you can identify sectors with the potential to deliver better long-term returns.