Pankaj Pandey gung-ho on 4 cement stocks; likes 2 tier-II IT stocks: Pankaj Pandey

Pankaj Pandey, Head of Research, discusses market behavior amid tariff anxieties. He believes a correction could lead to a rebound if the market stabilizes. Pandey favors cement stocks like UltraTech and Ambuja Cement, and sees selective opportunities in auto and tier-II IT companies such as Coforge. Revenue growth forecasts remain strong despite uncertainties.