NSE IPO, Bata revival and Nykaa growth: Gaurang Shah's market playbook

Geojit Investments' Gaurang Shah sees selective opportunities in India's equity markets despite global uncertainties. He highlights potential for Bata India under new leadership, Nykaa's AI-driven growth, and favors defence, asset management, and power sectors. The upcoming NSE IPO is also viewed as a significant positive for the capital market ecosystem.