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'Earnings growth concentrated in pockets calls for stock-specific bets'

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'Earnings growth concentrated in pockets calls for stock-specific bets'
Photo / Coverage: Business Standard - LatestCredit: Abhishek Kumar
EXECUTIVE SUMMARY

Ajay Khandelwal says valuations have moderated and earnings remain resilient, with manufacturing, pharma, healthcare and capital markets among his preferred sectors

Key Takeaways

  • 'Earnings growth concentrated in pockets calls for stock-specific bets'.

Ajay Khandelwal says valuations have moderated and earnings remain resilient, with manufacturing, pharma, healthcare and capital markets among his preferred sectors

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