“Khemani identifies domestic economy-aligned sectors like banks, consumer, and pharmaceuticals as attractive buying opportunities. He notes that these sectors have undergone good corrections due to temporary events, but their structural business fundamentals remain unchanged. Specifically, he likes both PSU and private banks, citing clear value and good growth in PSU banks over recent quarters, while maintaining a historically bullish stance on private banks.”

Vikas Khemani’s track record: 5 graded calls · 95% CI 38–96%