In the short run, good case for market upside; be careful as best-case scenarios priced in: Hemang Jani

Market expert Hemang Jani advises caution amidst rising markets. Trump’s potential return and US rate cut boost prospects. Bajaj Auto benefits from export recovery, monsoon, CNG launch; Hero Motor favored. Telecom sector positive with ARPU gains, Indus Tower strong. Dairy firms Parag, Hatsun, Dodla, and South Indian companies show promising growth, with favorable TDP relevance.