When asked for his top sector picks, excluding banks, Pankaj chose commodities, specifically cement and steel. He noted that cement companies have delivered strong earnings, while the metal sector could see a surprise in Q1 due to recent price hikes ranging from ₹5,000 to ₹6,000 per tonne. Despite limited price performance so far, these sectors are well-positioned to outperform the Nifty in the medium term.
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