Continue to stay constructive; Nifty at 24,500 by Dec 2024
Cautious on SMID caps/PSUs, see pockets of opportunities
Investment>Consumption; favour cyclicals/growth/large cap
Moves staples, autos-ex PVs, discretionary, & cement to underweight view
Stays underweight on healthcare, utilities, steel; trims underweight on IT
(Source: ET NOW)
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