
As market sentiment improves, sector selection becomes more important than ever. Arun Kejriwal, Market Expert, highlights why metals, steel, and cement are key sectors to watch this earnings season. He explains how stable commodity prices can support manufacturing and why these industries could benefit as economic activity picks up. While the monsoon may temporarily slow construction, the long-term outlook for infrastructure and industrial growth remains positive. Watch this discussion to understand which sectors could attract fresh money and how investors can position their portfolios for the next phase of the market.