Sunil Singhania, Founder of Abakkus Asset Manager, believes the Nifty could underperform the broader market as many of its traditional heavyweight sectors may struggle to match India’s GDP growth. He sees opportunities in capital market businesses, hospitals, diagnostics, differentiated pharma companies and select platform businesses. Singhania also remains positive on microcaps, despite the higher risks, citing the potential of entrepreneurial companies operating in niche growth areas.
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