ICICI Securities bets on data center, defence stocks; says market is better placed than March
ICICI Securities' Pankaj Pandey says India's market is in a stronger position than during the March correction as earnings remain healthy and valuations have turned attractive. He prefers data center infrastructure, defence and select financial stocks, while staying cautious on Tier-1 IT and most cement companies.
ICICI Securities' Pankaj Pandey says India's market is in a stronger position than during the March correction as earnings remain healthy and valuations have turned attractive. He prefers data center infrastructure, defence and select financial stocks, while staying cautious on Tier-1 IT and most cement companies.
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