IndusInd Bank may offer tactical gains, but long-term uncertainty persists: Hemang Jani

Market expert Hemang Jani notes a sector rotation, with potential in US earnings and discretionary spending. While cautious on FMCG due to high valuations, he favors cement for its margin growth prospects. Jani is bullish on Trent's growth potential but less enthusiastic about DMart's valuation, preferring Eternal and Swiggy. He remains neutral on IndusInd Bank due to leadership uncertainty.