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Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
This mutual fund expert sees strong growth potential in midcap stocks
Sandeep Bagla of TRUST Mutual Fund sees strong growth potential in Indian midcap equities, driven by economic expansion, policy support, and sectors like technology, consumption, and energy.
Closing Bell: Nifty crosses 24,200, Sensex surges 1,264 pts on renewed hopes of US-Iran peace talks
Interglobe Aviation, Max Healthcare, Power Grid Corp, Wipro, Eternal were among biggest gainers on the Nifty, while losers were Dr Reddy's Laboratories, Bharti Airtel, ICICI Bank. All the sectoral indices ended in the green with Capital Goods, Oil & Gas, Power, Infra, Media, Realty, Consumer Durables, IT rise 2% each. Nifty Midcap and Smallcap indices up more than 2 percent each.