Sufficient Earnings Backed, Bottom Up Opportunities In The Market: Paras Bothra | Stock News

Paras Bothra, Chief Investment Officer at Ashika India Select Fund, recently engaged with Ajaya Sharma from ET Now, shedding light on the market's trajectory. He indicated that while some sectors, such as rural and chemicals, exhibit cyclical downturns, broader economic growth sentiments remain intact. He underscored the significance of favorable interest rates and government continuity in bolstering market momentum. His strategy for the fund emphasizes right-valued investments, solid earnings, and leveraging sectoral tailwinds to mitigate market volatility. Themes like the formalization of the economy and financialization of savings are gaining traction, with sectors like railways and power showing sustained tailwinds. Additionally, He anticipates the "China+1" export trend to amplify as private capex gains momentum, signaling promising early greenshoots in consumer discretionary sectors.

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