Indian market to blindly follow global trend for a month or more; 5 sectors to bet on: Aman Chowhan

Market volatility is linked to news flow and global trends. Aman Chowhan, a fund manager, sees opportunity in large private banks, metals, IT, pharma, and chemicals. He is positive on infrastructure, especially EPC companies. Chowhan's firm focuses on value investing across market caps. He analyzes the energy transition, favoring solar EPC and related companies.