Economic TimesLean R·
Falling crude prices shift market narrative; energy, defence and BFSI emerge as key bets: Pankaj Pandey
Easing crude oil prices and moderating foreign investor selling are improving India's investment outlook. Head Research Pankaj Pandey highlights energy security and defence as long-term themes, with BFSI also positioned for a re-rating. Sectors like airlines, commercial vehicles, and shipping are expected to gain from lower fuel costs.
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