Rohit Singhania bets on financials, telecom and healthcare for alpha generation

Indian stock markets are becoming cautious. Geopolitical tensions and rising crude prices are impacting earnings outlook. Investors are in a 'wait and watch' mode. Higher commodity prices are starting to build pressure. Companies may raise prices, affecting demand and profits. Valuations are not yet attractive for aggressive buying. Largecaps are preferred amid uncertainty. Financials, telecom, and healthcare sectors show promise.