Global noise may create volatility, but domestic macros remain strong: Rahul Shah

Rahul Shah of MOFSL suggests a stock-specific market approach, highlighting cement, banks, and metals as promising sectors. He anticipates continued growth in these areas, driven by domestic demand and government initiatives. While global events may cause volatility, strong domestic macros and earnings momentum are expected to support market resilience, with key focus on sectors like power, consumption, and retail finance.