Expert view: See compelling opportunities in financials, energy, metals, says Sandeep Neema of PL Asset Management

PL Asset Management's Sandeep Neema remains constructive on Indian markets, seeing healthy double-digit returns achievable over a two-to-three year horizon despite H1 volatility. He identifies financials, industrials, energy and power, and metals as compelling opportunities, citing improving balance sheet health, rising capacity utilisation, and supportive capex and power demand tailwinds. He advises caution on the broader IT sector due to weakening growth visibility and AI-led disruption, though selective names with differentiated capabilities or AI positioning remain attractive.