Vikas Khemani: Market Correction a 'Good Buyer's Market'

• Vikas Khemani sees the current market correction as a "good buyer's market" for stock pickers, viewing it as a healthy cleansing process.
• He maintains a bullish long-term outlook on 'Make in India' but avoids frothy sectors like EMS, defence, and railway stocks due to unsustainable valuations.
• Khemani is bullish on the Contract Development and Manufacturing Organisation (CDMO) sector and has recently turned positive on the consumer sector, including automobiles and auto components.
• He anticipates a multi-year upturn in the commercial vehicle (CV) cycle after a long lull.
• Khemani is optimistic for 2026, citing earnings recovery and stimulus, but warns of technical risks from domestic fund flows, IPOs, or regulatory changes.

Why It Matters: Expert guidance helps investors navigate market correction and spot opportunities.