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Nifty at record high but midcaps lag: Rupen Rajguru reveals the smartest sectors to buy now

Indian markets are consolidating even as the Nifty hits fresh highs, with midcaps and smallcaps still lagging. Julius Baers Rupen Rajguru says this phase offers a strong buying opportunity as earnings growth is set to accelerate from FY27. He outlines key sectors to watchbanks, consumption and consolidated industrieswhile cautioning on valuations in select pockets like EMS and capital market plays.