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CNBC TV18 - Markets 127d ago
Avoid chasing metal rally; focus on domestic sectors: Jyotivardhan Jaipuria
Jyotivardhan Jaipuria, Founder & MD of Valentis Advisors, says market corrections during geopolitical conflicts historically present buying opportunities, though investors should stagger investments due to oil and gas risks. He remains positive on banks, select capital goods and pharmaceuticals, while continuing to hold metals but avoiding fresh buying at current levels. Export-oriented sectors like chemicals may face near-term pressure from higher logistics and raw material costs.
BIOFILCHEMCPCAPCURRENTDAMCAPITALFOCUSIOLCPJBCHEPHARMJGCHEMMETALMOCAPITALOILOILIETFONECAP-REONELIFECAPONGCSJLOGISTICChemicalsConstruction