Varun Saboo from Anand Rathi expresses optimism about OMCs, PVR-Inox, cement, and NBFCs like Chola and Shriram Finance. He also says that crude prices will fall further and oil-sensitives will do well. He highlights Titan’s strong performance while advising caution in the IT and specialty chemical sectors. For real estate investments, he recommends Brigade and Prestige due to their growth potential.
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