Nitin Raheja, CIO-Equities at Dawnay Day believes that the markets may see a rally of 200 points, but results will play a key role.
He thinks tech sector could lead the next leg of the rally if the results are not too bad. He expects midcaps to outperform this year too. Raheja is bullish on cement as the demand for it remains robust. Realty valuations are not in favour of investments currently.
He sees the interest rate cycle topping out in 3-6 months.
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