Neutral impactEconomy
Demeter's Ashwini Agarwal sees value in largecaps, financial services and consumer stocks; avoids IT and OMCs
CNBC-TV18 57 min ago·24 Oct 2026, 7:49 am
Ashwini Agarwal, a portfolio manager at Demeter Advisors, has identified specific sectors that offer attractive investment opportunities in the current market environment. He believes that large-cap stocks, along with companies in the financial services and consumer sectors, currently trade at reasonable valuations and offer significant value for investors.
Conversely, Agarwal is steering clear of the Information Technology (IT) and Oil Marketing Companies (OMCs) sectors. He cites policy uncertainty and regulatory risks as the primary reasons for avoiding these areas. This strategic shift highlights a preference for stability and tangible value over sectors facing headwinds.
For investors, this perspective suggests a tactical re-allocation of capital. It is important to monitor how these specific sectors perform in the coming months. Investors should also keep an eye on policy announcements, as these will be crucial in determining whether the current market trends continue or reverse.
Excerpt from CNBC-TV18
Published On Oct 24, 2026 | 13:19 IST Last Updated On Oct 24, 2026 | 13:19 IST Financial services, offline retail and exporters offer significant value pockets in the current market, while policy uncertainty makes oil marketing companies unattractive, according to Ashwini Agarwal of Demeter Advisors. Ashwini Agarwal,…Read the original at CNBC-TV18
Key takeaways
- Category: Economy.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.
