Hitesh portfolio

Good Evening Hitesh bhai. With markets showing signs of consolidation and sharp falls on few days. How do you look at approaching stocks in such markets. Growth stocks at high valuations can correct for no reason . Some P/E rerating on downside happening as markets normalise from fancy of 2020/2021 one way momentum.

My question- which pockets of sector or stocks you look at . Most of them have been sideways movement .

Strong sector like Industrial / cap goods. First leg of rally has played out.

Thanks in advance