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    Why 'safe' consumer stocks may disappoint – and where real value is emerging now

    After a multi-year equity rally, Indian markets are entering a phase marked by an earnings slowdown and elevated valuations. The broader market is no longer cheap, Kapoor notes, with value now becoming scarce and largely concentrated in a handful of sectors—private sector banks chief among them.

    Anishaa Kumar
    April 09, 2025 / 13:52 IST
    Outside of private banks, value is harder to come by. According to DSP’s analysis, sectors like IT and PSU banks currently have 0% of stocks trading below the 30th percentile of their historical valuations. Some opportunities remain in oil & gas (33%), chemicals (26%), and autos (20%), but these are scattered.
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