Indian markets are seeing choppy trade as geopolitical tensions and rising fuel prices push investors toward defensive sectors. While stocks may stay range-bound in the near term, market watchers still see selective long-term opportunities. However, Aditya Shah warns that gold stocks and capital goods are facing valuation concerns, limiting upside despite the recent correction.
Shree Cement’s Q4 profit fell 8% even as revenue and volumes rose, pointing to margin pressure from higher costs. Elevated fuel expenses and geopolitical risks weighed on results, while monsoon uncertainty and tensions in West Asia cloud near-term demand for the sector. Investors are now watching whether cost relief or demand improvement can offset the pressure.
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