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Amit Gupta, Head of Equities, PMS at Motilal Oswal Private Wealth, shares his view on where the market is headed and which pockets he finds attractive. He talks about the range the market is trading in and says large caps are also available at good valuations right now. On sectors, he likes south-based private banks and Indian IT stocks, and sees value in the small and midcap space. He also backs themes such as data centers, AI and robotics, believes defence can do big, and likes digital-based companies. Watch the full conversation for his reasoning behind each pick.
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