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Pankaj Pandey flags risks in aviation, sees better opportunities in hotels and steel

Analysis of this story by et_markets · 11 Mar 2026, 1:19 PM IST (about 2 months ago)

NEUTRAL(90%)
sell
+39.9INDIGOAviationHospitality

AI Analysis

The auto sector is experiencing momentum driven by potential GST relief and trade deals, indicating a positive outlook for specific auto stocks. However, this article focuses on other sectors, suggesting a broader market rotation.

Trading Insight

For auto, look for opportunities in companies like TVS and Maruti Suzuki on dips, considering volume growth and commodity cost trends. For other sectors, follow Pandey's advice on hotels and steel.
Quick check: INDIGO bearish bias (oversold), MARUTI neutral (+2.9% 1d).

Key Evidence

  • Pankaj Pandey flags risks in aviation sector.
  • InterGlobe Aviation faces concerns due to leadership shifts and supply chain disruptions.
  • Hotels and steel sectors are seen as offering better opportunities.
  • Steel producers are experiencing strong price appreciation.
  • Electronics manufacturing shows promise with new policies.

Affected Stocks

INDIGOInterGlobe Aviation
Negative

Flagged risks due to leadership shifts and supply chain disruptions.

Hotel Stocks
Positive

Identified as a sector with better opportunities.

Steel Producers
Positive

Identified as a sector with better opportunities and strong price appreciation.

People in this Story

P
Pankaj Pandey

mentioned in article

Analyst flagging risks and opportunities in various sectors.

Sources and updates

Original source: et_markets
Published: 11 Mar 2026, 1:19 PM IST
Last updated on Anadi News: 11 Mar 2026, 1:38 PM IST

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