Bullish Signal: Daljeet Kohli Recommends Gradual Capital Deployment

Independent market expert Daljeet Kohli has advised investors to begin gradually deploying capital into the Indian market, suggesting that the worst of geopolitical tensions may be subsiding. He specifically highlighted the power sector, AI-linked industries, and metals as promising areas for long-term investment.

This advice comes at a time when the broader market, as indicated by the Sensex and Nifty, is showing signs of recovery amid hopes of easing global tensions. Kohli's recommendation provides a strategic entry point for investors, shifting focus from short-term volatility to long-term sectoral growth opportunities within the Indian economy.

The power sector, particularly power lenders like PFC and REC, are expected to see positive sentiment due to their attractive valuations and potential for merger activity. AI-linked companies and metal stocks could also benefit from increased investor interest, potentially driving up their valuations. Traders should monitor these sectors for upward momentum.

Traders should watch for further signs of geopolitical de-escalation and monitor the performance of power, AI-linked, and metal stocks. Look for volume-backed price movements in PFC and REC, and keep an eye on government policies or corporate announcements that could further boost these sectors. A phased investment approach, as suggested, would be prudent.

• •Daljeet Kohli suggests investors start deploying capital gradually.
• •He believes the worst of geopolitical tensions may be behind us.
• •Key areas for long-term growth include power, AI-linked sectors, and metals.
• •Power lenders like PFC and REC are highlighted for attractive valuations and potential merger activity.
• •Risk flag: Unexpected resurgence of geopolitical tensions