'Should Not Be Comfortable With 2 Days Of Up Move': Aashish Somaiyaa On Market Volatility & More

'Lot Of Uncertainty Still On The Cards': Aashish Somaiyaa On Market Volatility & More

Aashish Somaiyaa, CEO of WhiteOak AMC, warns of ongoing market uncertainty and high volatility despite short-term gains. He finds capital market stocks appealing and predicts sustainable growth in manufacturing and capex. His firm holds higher consumer discretionary exposure than benchmarks, with outperformance expected from stock selection rather than asset class. Somaiyaa views IT valuations as attractive and a contrarian bet amidst improving conditions in India, while acknowledging disruption will persist for some time.

#stockmarket #marketvolatility #sharemarket

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