ETMarkets Smart Talk | 4 sectoral themes for your 2023 equity portfolio from ICICI Securities
Banks, capital goods, power, and telecom should remain the top sectoral themes for 2023. We may see some recovery in the IT sector in the 2nd half of CY 2023 as the US interest rates peak and expectations start building on rate cuts. Lower NPAs and higher credit growth would continue to drive the bank’s earnings
