Market expert Hemang Jani is optimistic about Paytm and Zomato due to their improving operating prices and expanding user base. He believes that Paytm’s loan products and wealth offerings are driving its profitability, and sees a potential upside of 20-22% for the stock. Regarding cement stocks, he expects positive growth in earnings and M&A activity in the next few quarters. He also highlights the impact of rising crude oil prices and bond yields on the market, emphasizing the need for a stock-specific approach.
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