Rohit Srivastava, suggests moving into the metal sector as the Indian metal stocks have performed well despite low commodity prices. He believes that if the rally in the dollar is coming to an end, commodity prices will rise again, leading to significant outperformance in the metals sector. Srivastava also mentions that the pharma sector has a good setup for a final rally, particularly in midcap stocks. He sees the dip in the Nifty Realty index as an opportunity for further upside.
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