M&M a buying opportunity; stay away from Raymond: Chakri Lokapriya

RSB LLP’s Chakri Lokapriya notes weakness in Nifty earnings due to IT, pharma, and metals, though broader markets do better. Upcoming Budget and US CPI are critical. M&M’s EV, farm segments, Raymond’s lifestyle turnaround, auto sector discounts, railway stocks’ growth, defensive stocks, Mahindra & Mahindra Financial Services, Tech M, and engineering innovation should be observed.