“Once clarity emerges from the geopolitical situation, Ajay Bagga identifies power, renewables, energy security, banking, NBFCs, insurance, and IT as sectors likely to lead the next rally. He specifically highlights banks and select NBFCs as a buy when the market finds its footing, citing strong loan growth across private banks, PSUs, and NBFCs in recent quarterly updates.”

Ajay Bagga’s track record: 4 graded calls · 95% CI 5–70%