Indian equities are poised for the festive season with strong optimism in the auto sector. Improving demand and festive momentum are expected to bring positive surprises this December quarter. Two-wheelers, EV makers, and tractor manufacturers are showing robust volume trends. Maruti Suzuki is a preferred pick in passenger vehicles. PSU banks may also attract investor interest due to attractive valuations.
Dhananjay Sinha of Systematix Group sees positive sentiment driving PSU banks, fueled by news of dilution and FII participation, despite recent lacklustre profit performance. He views the metals sector as a trading play, influenced by global dynamics and financial correlations, rather than a structural investment, citing weak underlying demand.
In this edition of ETMarkets Smart Talk, Nikhil Khandelwal, Managing Director of Systematix Corporate Services Ltd, explains why he remains bullish on Indian markets for FY26.
GST relief yet to translate into consumption boost, warns Dhananjay Sinha
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Mr. Vipul Sanghvi, in an interaction with The Economic Times, shares his perspective on the shifting global market landscape and India’s positioning in the next phase of the cycle.
Mr. Dhananjay Sinha, in an interaction with ET Markets, shares his perspective on the outlook for India’s rural economy amid emerging climate and geopolitical developments.
From shifting policy priorities to stock-specific opportunities, Mr Vijay Sarda shares his perspective on how markets may navigate Union Budget 2026 in an interaction with The Economic Times Markets.
From liquidity to earnings: Why 2026 will be a stock-picker’s market, Nikhil Khandelwal decodes
GST relief yet to translate into consumption boost, warns Dhananjay Sinha