
Amid global geopolitical tensions and rising commodity prices, analysts recommend long-term investment in select Indian sectors. Phillip Capital highlights capital goods, defense, banking, and consumer staples, naming companies like Larsen & Toubro, Hindustan Aeronautics, Bharat Electronics, and Axis Bank as top picks. Meanwhile, market analyst Ambareesh Baliga advises buying on dips, favoring sectors such as auto, metals, pharma, and IT, while expressing caution on defense stocks. Both emphasize short-term volatility but maintain a positive outlook on India's economic fundamentals.
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