Pankaj Murarka On Market Positivity In Near To Medium Term! GST 2.0, Banks, Consumption & Defence　 #ETNOW

Pankaj Murarka of Renaissance Investment Managers expects the Nifty to scale new highs, driven by strong earnings growth and a revival in private banks and consumption. He remains bullish on digital and defense themes but cautions that valuations are stretched, urging focus on quality and growth visibility.

#etnow #privatebanks #gstreforms #businessnews #stockmarket #defencesector #consumption# #fmcg #investment

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