Experts Highlight Selective Investment Opportunities Amid Market Consolidation and Volatility

Market experts Sudip Bandyopadhyay and Daljeet Kohli highlight selective investment opportunities amid India's stock market consolidation and volatility. Bandyopadhyay notes improving corporate fundamentals and favors chemicals, agrochemicals, capex, and defense sectors, citing factors like the 'China plus one' strategy. Kohli emphasizes a disciplined bottom-up approach, favoring CV autos and ancillaries while remaining cautious on IT and microfinance, expecting Q4 earnings to drive selective market rebounds amid increased stock-specific volatility.