Market Guru: Abhay Agarwal, Founder & Fund Manager, Piper Serica On Fy26's Smart Portfolio Strategy

In this LIVE version of Market Guru connected Business Today TV, anchor Shailendra Bhatnagar engages successful an insightful speech pinch Abhay Agarwal, nan Founder and Fund Manager of Piper Serica PMS, a seasoned master pinch decades of acquisition successful nan Indian banal market. In this unrecorded interview, Abhay Agarwal shares his position connected nan caller marketplace rally pursuing an eight-month downturn, suggesting that nan worst is apt down america owed to improving home depletion and a imaginable return of FII flows. Piper Serica, known for capitalizing connected marketplace fear, presently holds a rate position of astir 5-10% and has precocious accrued its overweight positions successful sectors for illustration mini banks, prime NBFCs, and security companies specified arsenic HDFC Life, ICICI Pru, and ICICI Lombard. The money is besides powerfully bullish connected nan pharma sector, highlighting opportunities successful CDMO and generic exports, pinch stocks for illustration Divis Labs and Dr. Reddy's successful their portfolio. Conversely, Piper Serica remains underweight connected IT services owed to concerns astir their adjustment to caller technologies, and they are besides cautious connected renewable power and automobiles owed to sector-specific challenges. Interestingly, Abhay Agarwal views nan US-China waste and acquisition warfare arsenic a important opportunity for Indian manufacturing and exports, peculiarly successful EMS, pharmaceuticals, and electronics. Regarding gold, while acknowledging its domiciled successful plus allocation, he suggests its awesome rally mightiness beryllium over, pinch equities offering amended semipermanent maturation potential. Overall, Abhay Agarwal provides a elaborate outlook connected various sectors, highlighting his fund's strategical positioning and offering valuable insights for navigating nan existent marketplace landscape.