Nishchal Maheshwari Reveals Which Sectors To Avoid As Rate Hike Fears Rise

Market veteran Nischchal Maheshwari shares a sharp sectoral strategy amid rising fears of higher interest rates and global uncertainty. He warns investors to stay cautious on rate-sensitive sectors like auto and real estate, while also avoiding IT due to growing uncertainty around AI disruption. Maheshwari believes FMCG valuations remain expensive despite a consumption recovery narrative. On the positive side, he sees opportunities in pharma, energy and banking stocks, saying banks could eventually benefit from a higher rate cycle and stable credit costs. He also explains why foreign investors continue to dump banking and IT shares despite strong fundamentals. In this video, catch Nishchal Maheshwari’s clear roadmap on where investors should put money - and which sectors could face serious pressure ahead.