Bank stocks vs consumer discretionary: Sunil Subramaniam’s top watchlist for the summer season
Market expert Sunil Subramaniam warns the bottom is yet to be established amid geopolitical tensions and Trump-induced volatility. He notes DIIs are holding back deployment ahead of a crucial earnings season, with flows turning cautious. Investors should stay patient, avoid panic selling, and accumulate systematically, while tracking consumer discretionary trends, banking NIM pressures, and potential private capex surprises.
Market expert Sunil Subramaniam warns the bottom is yet to be established amid geopolitical tensions and Trump-induced volatility. He notes DIIs are holding back deployment ahead of a crucial earnings season, with flows turning cautious. Investors should stay patient, avoid panic selling, and accumulate systematically, while tracking consumer discretionary trends, banking NIM pressures, and potential private capex surprises.
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