According to Ashwini Shami of OmniScience Capital, there are mispriced opportunities in the financial, infrastructure, and technology sectors that offer long-term growth potential. Shami also states that largecap stocks present great investment opportunities. Despite the recent strengthening of US treasury yields, Shami believes that the impact on equity markets is already factored in. He expects India Inc. to continue its fundamental growth in Q2, and does not anticipate the India-Canada standoff to have a significant impact on the economy or markets.
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