“Manishi Raychaudhuri is selectively bullish on basic materials, select industrials, and consumer discretionary segments, identifying them as pockets of opportunity. He prefers domestic cyclical themes, citing stocks like Tata Steel, Hindustan Zinc, and Larsen & Toubro, which align with reasonable valuations and domestic growth.”

Manishi Raychaudhuri’s track record: 4 graded calls · 95% CI 15–85%