Motilal Oswal’s Khemka favors HDFC Life, NMDC; bullish on metals, power, EMS

Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services, highlighted mixed sector trends, with caution on discretionary and select stocks, while maintaining a positive stance on insurance, mining and industrial segments. He sees earnings visibility improving in select pockets, supported by demand trends, policy tailwinds and sector-specific drivers across commodities, energy and manufacturing. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.