HDFC Securities bullish on India power, BFSI; underweights IT on weak earnings
The Quick Take — AI synthesis of 1 sources covering this story.
- HDFC Securities favors power, energy, and BFSI sectors citing infrastructure growth and financial sector resilience
- IT sector assigned underweight stance due to uncertain and weak earnings outlook as of late April 2026
- HDFC Securities’ Devarsh Vakil sees India equity markets in recovery mode, with banks and NBFCs as preferred plays
- Sun Pharma’s growth strategy and Varun Beverages’ expansion plans flagged as positive sto
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