Fertilizer stocks poised for growth amid policy push: Siddhartha Khemka
Investors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Coromandel International and PI Industries favored. He expects a steady quarter for SBI, citing strong asset quality. The metals outlook is turning positive, with Tata Steel benefiting from domestic demand and global cues. Khemka has a buy rating on Tata Steel.
Investors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Coromandel International and PI Industries favored. He expects a steady quarter for SBI, citing strong asset quality. The metals outlook is turning positive, with Tata Steel benefiting from domestic demand and global cues. Khemka has a buy rating on Tata Steel.
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