Markets to get surprised on the positive side if the NDA numbers are closer to 400: Manish Sonthalia

Manish Sonthalia, CIO at Emkay Investment Manager, discusses potential dark horses in commodities, specifically metal, and highlights sectors like public sector units, BFSI, banks, and IT performing well this year. sonthalia says everything seems to be priced into perfection or more than perfection when it comes to the extreme short term or even the short term.