Defence, hospitals, and T&D are the pockets worth owning right now: Narendra Solanki

Narendra Solanki of Anand Rathi Shares anticipates one difficult quarter for consumption. However, he strongly recommends defense, infrastructure, and specific power companies for the next three to five years. Solanki also notes positive signs in the footwear sector and highlights hospitals and auto ancillaries as strong performers. He believes the market will see a clearer picture after the current quarter.