ETMarkets Smart Talk| Focus on long-term themes; IPO frenzy offers lessons, not just opportunities,” says Shriram Wealth CEO

Shriram Wealth’s Vikas Satija sees market momentum driven by trade deal hopes, with global bourses rallying. He remains bullish on gold despite a recent correction, citing strong underlying demand. Satija highlights positive Q2 earnings, particularly in financials and autos, and favors consumer, power, and banking sectors for future growth.