Fund Manager Talk | Worst may be over for cement, metals and durables: V Srivatsa, UTI AMC

V Srivatsa from UTI AMC sees opportunities in cement, metals, and durables sectors. He predicts a recovery in oil and gas companies in the second half of FY25. The SIP flows are expected to continue growing but may not reach Rs 1 lakh crore in the next 4-5 years. He remains cautious on current market valuations.