Buy on dip or wait? Motilal’s Sneha Poddar breaks down H2 2025 market opportunities

Indian stock markets are poised for growth driven by domestic recovery and government reforms. While global cues influence, strong fundamentals offer resilience. Investors can find opportunities in BFSI, Capital Markets, Consumption, and Industrials. Caution is advised for IT and Oil & Gas sectors. Long-term investors should consider a buy-on-dip strategy.