Power financiers better bets in BFSI space; capex theme still looking good: Amnish Aggarwal

Amnish Aggarwal from Prabhudas Lilladher highlights the favorable position of power financiers in the renewable energy sector, despite high valuations post re-rating. He sees potential in capex-themed sectors like railway, defence, and infrastructure. While financials face mixed prospects, selective stock picking is advised. Consumption sectors, especially staples, may experience pressure in 3Q.