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PL Capital's top sectoral picks include defence, capital goods, power, and pharma

Amisha Vora, Chairperson and MD of PL Capital, cautioned that consumption could face pressure and that IT may remain a cash-generating sector, but with slower growth and margins. Vora also warned that gas supply disruptions could impact production chains, MSMEs and jobs, while pushing inflation and bond yields higher. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.