Neutral impactCorporate Action
Financials, Capital Goods And Manufacturing: Ajay Khandelwal's H2 FY27 Top Sectoral Picks
NDTV Profit 2 hrs ago·12 Aug 2026, 3:09 am
Motilal Oswal's Ajay Khandelwal has identified the financials, capital goods, and manufacturing sectors as his primary investment targets for the second half of fiscal year 2027. He believes these industries are well-positioned to benefit from a supportive economic environment and strong domestic demand.
For investors, this endorsement signals a strategic shift toward sectors that are critical to India's growth story. Financials often offer stability and dividends, while capital goods and manufacturing are poised to gain from infrastructure development and a push for self-reliance.
Investors should monitor policy announcements and corporate earnings reports in these specific areas. Keeping an eye on how these sectors perform relative to the broader market will provide insights into their potential for sustained growth in the coming year.
Key takeaways
- Category: Corporate Action.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. Use the price and stock snapshot to gauge how the market is responding.
