Summing up his outlook, Jaiprakash Toshniwal emphasises the importance of a balanced and forward-looking investment approach. He remains constructive on sectors like pharmaceuticals, speciality chemicals, and capital market firms, and is optimistic about agrochemicals as they recover from their cyclical low. Toshniwal also advises keeping an eye on export-related tariff changes that may impact key sectors. For those seeking contrarian plays, he sees upside in IT and capital goods as macro conditions improve both globally and domestically.
(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)