Story thread · 3 reports / 1 sources
Market Commentary: Where Is The Next Big Opportunity? | Asit Bhandarkar
businesstoday.in · 13d
Despite India’s stellar 7.8% Q1 GDP growth, why are Dalal Street's benchmark indices feeling the heat? In this episode of Market Commentary, we decode the market's mixed reaction with Asit Bhandarkar, Senior Fund Manager - Equity , JM Financial AMC. We dive deep into how a resilient Indian economy is defying global chaos, surging crude prices, and rising bond yields. Discover the market's hottest growth pockets as Asit reveals exactly why mid-cap IT, auto ancillaries, NBFCs, and private sector banks are dominating his portfolio, while mainstream IT takes a backseat. Is this the ultimate bottom-up, stock-specific market? Tune in for expert wealth creation strategies, sector-by-sector analysis, and the definitive roadmap for navigating today's market volatility. Hit like, subscribe, and stay ahead of the curve!
First report: Auto ancillary stocks in focus: India to play big role in global supply chain, says Asit Bhandarkar — businesstoday.in, 14d
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