Sanjay H Parekh’s Market Strategy, Value Investing Tips & Top Sectoral Ideas | Nifty Record Highs?　 #ETNOW

Soham Asset Managers’ Founder & CIO Sanjay H. Parikh says India’s balance sheets remain strong across households, corporates, banks, and government, setting the stage for an earnings recovery in FY26–27. He expects markets to stay buy-on-dips with selective stock picking as valuations improve. Parikh remains overweight on large caps, especially financials, autos, telecom, capital goods, and utilities, while underweight on FMCG and oil & gas. He adds that banking NIM pressure will ease by Q4, paving the way for a stronger FY27 outlook.

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