Play EV theme via incumbents, stay away from OMCs: Hemang Jani

Hemang Jani, an independent market expert, suggests investing in established players like Bajaj, Hero, TVS, and Maruti for the EV theme in India. He advises caution with oil marketing companies due to potential government price cuts ahead of state elections. Jani also discusses Nykaa's underperformance and the impact of crude oil prices on various sectors.