Markets LIVE | ICICI Pru AMC Decodes Valuations, Earnings Revival & Best Sectors To Buy

Welcome to Business Today TV's exclusive market coverage! Dive into Dalal Street sentiment and Q1 earnings with Mr. Chokalingam Narayanan, Head of Equities for PMS & AIF at ICICI Prudential AMC. Managing India's largest PMS at approximately ₹40,000 crores, he decodes how geopolitical tensions in the Middle East are reshaping corporate earnings and market valuations. In this insightful session, we explore about Supply Chain Shifts: The rise of resilient manufacturing and alternative supply chains, Sector Highlights: Why auto ancillaries and experiential services are prime for growth, Investment Strategy: ICICI Pru’s bottom-up approach focusing on earnings growth, ROE improvement, and risk-reward ratios and IT Comeback: Why beaten-down IT stocks are finally returning to their portfolios. Tune in to uncover expert stock-picking insights!