Markets are poised for new highs as strong Q3 demand, GST cuts and improved liquidity boost sentiment, says Prabhudas Lilladher’s Amnish Aggarwal. Largecaps are expected to lead the next rally, autos and jewellery remain bright spots, while Paytm’s regulatory approvals lift long-term sentiment. Aggarwal remains cautious on infrastructure, capital goods and global cyclicals amid slower capex trends.
Source link