“Bullish on Energy, Metals, Real Estate, and Banking sectors, expecting them to be top performers as market conditions improve. He notes that most of these are interest rate-sensitive, except for energy, which benefits from structural demand. Agro commodities, particularly sugar stocks, could also offer interesting bottom-up plays if their cycle picks up.”

Rohit Srivastava’s track record: 16 graded calls · 95% CI 39–82%