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Monsoon and low inflation may fuel Nifty rally calls
Financial Express Kochi
|June 19, 2025
Hotels, aviation, durables and building materials set to gain on rising demand and government spending.
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In a conversation with Nesil Staney, Sandip Raichura, CEO of Retail Broking and Distribution & Director at PL Capital - Prabhudas Lilladher, bets on Nifty rise, dissects sectoral trends and selects 10 stocks for investors at this juncture. Exerpts:
What is your directional call on the markets at this level? We remain constructive on markets, especially with President Trump backing down on tariffs, Indian services
Private capex can add to this momentum further with rates down and, of course, defence, engineering and infrastructure remain key themes.
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