Somil Mehta | Infra, Metals & Power Stocks Lead Market Surge; AMC Weakness Lingers | Business　 #ETNOW

In a power-packed session, Anshul Sehgal (Sehgal Capital), Somil Mehta (Mirae Asset), and Rajesh Palvia (Axis Securities) decode the latest market movers.
L&T’s order book strength and CapEx guidance boost sentiment, while metals and power lead the rally with stocks like Tata Steel, Hindalco, and Tata Power breaking out.
SEBI’s TER proposal sparks a short-term dip in AMC stocks, but experts see buy-on-dip opportunities.
Vedanta’s demerger, Varun Beverages’ AlcoBev entry, and midcaps like NBCC, BHEL, Bharat Forge, Sagility all feature in focus.
Analysts maintain a bullish outlook on infra, metals, and renewables, projecting continued strength through the next quarter.

#anshulsehgal #somilmehta #rajeshpalvia #stockmarket #infra #metals #etnow

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