According to Tushar Bohra, a new cycle has started in industries such as defence, capital goods, manufacturing and railways, while a fresh cycle has begun in pharma and will start in IT soon. Valuations remain attractive in infrastructure for potential long-term investment opportunities. Bohra suggests that it is time to be selective and conduct thorough research into fintech and consumer tech stocks as some franchises are showing strength, whilst it is not necessarily the time to act across the board in these sectors.
Read More