Market turns elective as earnings diverge; power, EVs and midcaps emerge as key bets Siddhartha Khemka

Image for article Market turns elective as earnings diverge; power, EVs and midcaps emerge as key bets Siddhartha Khemka
News Source : The Times of India

News Summary

  • Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors.
  • He remains positive on power, cables and wires, cooling products, manufacturing, and electric vehicles.
  • He favouring select mid- and small-cap companies that continue to deliver strong earnings growth despite broader macroeconomic challenges.
  • Can GIFT City open doors for Indians missing Korea, Taiwan AI rally?
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