Overweight on 4 pockets within domestic economy now: Harsha Upadhyaya

Harsha Upadhyaya, says that corporate earnings trajectory will become the focus once macro headwinds have diminished. He expects the earnings trajectory to move at 16-17% for the current and next financial years. Domestic businesses within the banking, auto, cement and industrials sectors are on his radar, which are likely to see resilient demand conditions along with an improvement in earnings trajectory as inflation moderates.