Sonam Srivastava, Founder & Fund Manager at Wright Research, remains constructive on capital market AMCs, pharma contract manufacturers, private banks and the data centre ecosystem despite recent market volatility. She believes pharma is emerging as a defensive leadership theme, while a rally in private banks could confirm the broader banking uptrend. Srivastava also says the recent correction in capital goods and transformer stocks is largely profit booking, with strong order books, AI-led data centre demand and healthy earnings outlook continuing to support the sector.
