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.
Aman Chowhan of Abakkus Asset Manager suggests NBFCs and private banks are better positioned than PSU banks. He identifies crude oil as the main macro risk, potentially impacting corporate earnings by 100-200 bps in upcoming quarters. Chowhan prefers defensive and structural…
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