“Sameer Dalal expects the broader market to enter a consolidation phase, shifting investor focus towards growth visibility and value opportunities rather than event-driven trades. He is bullish on domestic-facing sectors like consumption, cement, tourism, and auto ancillaries for the next one to two years, believing they offer better risk-reward and represent India's most compelling investment story, driven by factors like strengthening discretionary demand, rising occupancy rates, and sustained government infrastructure spending.”

Sameer Dalal’s track record: 3 graded calls · 95% CI 6–79%