et_marketsabout 3 hours ago
BULLISH(90%)
sell
Published on the original source: 31 Mar 2026, 9:01 AM IST
War, oil, and opportunity: Abakkus Mutual Fund's Sanjay Doshi on India's 5-year winners
Read original sourceAI Analysis
The auto sector has seen significant declines recently due to gas crisis and broader market weakness, but the long-term view on EVs presents a potential counter-trend opportunity. Manufacturing and defence are poised for growth, aligning with government initiatives and domestic demand.
Trading Insight
For auto, focus on EV-related plays for long-term growth, while for manufacturing and defence, look for companies with strong order books and policy tailwinds.
Quick check: MARUTI bearish bias (-1.3% 1d), TATAMOTORS bearish bias (-1.4% 1d).
Key Evidence
- •Sanjay Doshi of Abakkus Mutual Fund is bullish on India's long-term growth story despite geopolitical shocks.
- •He views market consolidation as an opportunity.
- •Identifies manufacturing, financials, and premium consumption as key drivers.
- •New-age themes like EVs and defence are also highlighted for India's next growth phase.
- •Risk flag: Ongoing geopolitical tensions could impact commodity prices and supply chains.
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