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Hiren Ved of Alchemy Capital suggests focusing on capital market plays due to their structural growth, outperforming large private banks recently. While valuations seem high, he advises assessing PEG ratio, considering earnings growth. He acknowledges EMS sector's potential, cautioning about stretched valuations and the need for a long-term investment horizon.
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News and Media
Hiren Ved suggests that geopolitical tensions are hindering market breakouts despite strong monetary stimulus from the RBI. The Nifty's range-bound movement reflects these opposing forces, with concerns arising from significant share sales by promoters and investors. While large-cap earnings growth stagnates, mid and small-caps show promise, indicating a stock-specific market where opportunities exist in sectors like pharma and chemicals.
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News and Media
Market expert Hemang Jani suggests Laurus Labs' earnings may improve with new launches. API business is also showing promise. He prefers Laurus and Divi's, avoiding Sun and Lupin due to tariff concerns. Select auto stocks like Mahindra & Mahindra and Bajaj could perform well. Jani is positive on metal companies like Vedanta and Hindalco.
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News and Media
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