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Sankaran Naren bets on 4 sectors, but warns $100 crude could hurt market valuations

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  1. ICICI Prudential AMC CIO Sankaran Naren sees value in banks, oil refiners, power utilities, and pharma as earnings recover.

  2. Naren warns that crude oil at $100 could hurt market valuations.

  3. He flags monsoon risks as a potential concern for the market.

  4. Naren's sector bets are based on expected earnings recovery.

4h ago · original ↗