ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre
Why it matters: Investors should watch renewables and defence for FY27 growth, while infrastructure and gas offer high-risk opportunities.
- Siddarth Bhamre anticipates renewables and defence sectors will lead market performance in FY27, driven by structural tailwinds.
- Infrastructure and gas stocks are identified as high-risk opportunities after a market correction.
- Geopolitical risks and weak earnings are currently dampening market sentiment, according to Bhamre.
- FII flows are expected to recover in the second half, potentially supporting a market rebound.
- Sudeep Shah from Economic Times Markets questions whether the recent rebound is a true reversal or a bull trap, adding nuance to the market mood.
Siddarth Bhamre projects renewables and defence sectors to spearhead market growth by FY27 due to structural tailwinds, with infrastructure and gas offering high-risk, high-reward plays post-correction. This outlook comes amidst geopolitical risks and weak earnings, but FII flows are anticipated to rebound, potentially signaling a market reversal rather than a bull trap, a sentiment echoed by Sudeep Shah.
