Market expert Nischal Maheshwari advises patience amidst geopolitical and corporate governance concerns, highlighting HDFC Bank’s attractive valuation but urging caution. He sees long-term gains for L&T from Middle East reconstruction and believes IndiGo’s stock reflects most of its headwinds. Maheshwari also favors established distributors for GLP-1 drugs and larger players in the microfinance sector.
