Emkay Investment Managers’ Manish Sonthalia On Market Outlook, Key Sectors & SIP Strategy

Business Today TV’s conversation with Manish Sonthalia, CIO, Emkay Investment Managers, dives deep into market valuations, sectoral shifts, and long-term investment themes. Sonthalia shares why he’s leaning towards consumer discretionary, where rising income levels and urban consumption trends could drive strong earnings momentum. He also discusses opportunities in financials, manufacturing, auto, and select capital goods, while urging caution in overvalued pockets of the market. Tune in to understand where the smart money is moving, how to navigate high valuations, and which sectors could outperform in 2025.