Raamdeo Agrawal remains firmly bullish on autos - his “dark horse” sector for 2026 & continues to back capital-market businesses as a powerful long-term opportunity.
He is also watching HDFC Bank closely, describing it as trading at the lowest valuation he has seen in his career. But he says the trigger for turning positive will be clear: profit growth must begin to outpace loan growth. On Indian IT services, Agrawal expects the volume of work to expand substantially as AI adoption accelerates. The harder question, he argues, is whether companies will be able to capture that opportunity while protecting profitability.
In this conversation with Prashant Nair, Raamdeo Agrawal explains what he is bullish on, what he is tracking & where investors should remain cautious.
#RaamdeoAgrawal #StockMarket #HDFCBank #AutoSector #AI #Investing #CapitalMarkets #BusinessNews #CNBCTV18 #PrashantNair #Nifty #Sensex
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