🇮🇳 India
1d ago
NBFCs and private banks better positioned than PSU banks: Aman Chowhan
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Aman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 bps in upcoming quarters. He favors defensive and structural themes like renewables, pharma, and domestic manufacturing, while remaining cautious on IT due to AI and valuation concerns.
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