06/05/2026
Our Founder, Sanjay Sinha, recently joined the panel on CNBC Awaaz to share his perspective on the current market landscape and sectoral trends.
Key insights from his segment:
🔸 Macro View: While recent events drive sentiment, the broader market trajectory will be heavily influenced by crude oil prices and currency depreciation [01:05:03].
🔸 FMCG & Defensives: FMCG may act as a defensive play, but rich valuations and single-digit growth outlooks might cap medium-term outperformance [01:06:11].
🔸 Industrials & Capital Goods: We are seeing strong structural opportunities in this space, driven by the push for domestic energy self-reliance [01:08:05].
🔸 Financials & Auto: The banking outlook remains robust due to strong retail credit growth [01:09:39]. In the auto sector, passenger vehicles lead the preference, followed by commercial vehicles [01:11:36].
Watch his full interaction here:
https://www.youtube.com/watch?v=z7KKqJqqfpI
Disclaimer: This post and the linked video are for informational and educational purposes only and should not be construed as investment advice or a recommendation to buy/sell any securities. Investments in the securities market are subject to market risks. Please read all related documents carefully before investing.
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