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The Economic Times

Business / The Economic Times

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Value seen in banks, IT and FMCG, be wary on defence: Rajat Sharma

Rajat Sharma of Sana Securities favors value investing. He sees buying chances in HDFC Bank and ICICI Bank. Long-term prospects are strong for IT stocks like Infosys and Birlasoft. Defence stocks are viewed with caution due to high valuations. FMCG sector may see earnings-led upside. Sharma's strategy focuses on fundamentals for long-term gains.

17 Jan 2026 4:06 pm