Ashwini Agarwal sees value in largecaps, financial services and consumer stocks; avoids IT and OMCs - CNBC TV18
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Ashwini Agarwal’s sector recommendations highlight where she sees growth potential and risk in today’s market, which can guide investors looking to allocate capital.
Market expert Ashwini Agarwal from Demeter Advisors recently shared his perspective on where investors should focus their capital during these volatile trading conditions. He pointed out that financial services providers, physical retail businesses, and companies focused on exporting goods present attractive valuation levels at this time. On the other hand, he advises staying away from state-run oil marketing enterprises due to ongoing regulatory and policy unpredictability. Furthermore, he maintains a generally favorable view of large capitalization equities along with consumer-focused goods. Market participants are keeping a close eye on these specific sector recommendations as they navigate the current economic landscape and adjust their overall investment strategies accordingly.
Ashwini Agarwal is a portfolio manager at Demeter Advisors, an investment advisory firm that advises clients on equity allocations. Large‑cap, financial services, consumer, IT and oil marketing companies (OMCs) are major sectors in India, and shifts in policy can affect their profitability.
- •Monitor policy developments that could impact oil marketing companies
- •Track performance of financial services, offline retail and exporter stocks
- •Watch for changes in investor sentiment toward IT and large‑cap equities