Decoding Market Tailwinds, Risks & Opportunity: Rakshit Ranjan of Marcellus Investment Managers on Friday has explained the market outlook after a 7 per cent Nifty earnings growth in Q2. In a conversation with ET Now, he discussed why valuations remain expensive, why Nifty earnings may only deliver high single-digit growth, and where opportunities lie in healthcare, autos, consumption, and GST-beneficiary sectors.
