Financials in a sweet spot, defence remains a structural bet: Dharmesh Kant (opens original article in a new tab)

Financial stocks are poised to lead the market rally, with defence and healthcare seen as safe havens, while monsoon conditions remain a critical concern for investors.

• Financial stocks are expected to lead the market rally due to improving earnings and policy conditions
• Defence and healthcare sectors are seen as insulated from economic volatility and monsoon risks
• Monsoon progress is a key factor affecting investor sentiment later in the year