What should you do now that wires and cables stocks are crashing? Gurmeet Chadha answers

Gurmeet Chadha, CIO of Complete Circle Consultants, mentions Polycab's valuation and market dynamics in the wires and cables industry. Despite new entrants like UltraTech and Adani, Chadha sees long-term growth potential due to rising power demand and infrastructure revival. He also highlights opportunities in defence, shipbuilding, financials, consumer discretionary spending, auto, and energy sectors.