Aditya Sood, Fund Manager at InCred Asset Management,emphasizes the underweight position on lending financials due to struggling banks and pricing pressure. Sood discusses the continuing structural stories in India, particularly in manufacturing. Additionally, he notes the rise of SME IPOs and the driving factors behind the rally in railway stocks. Sood concludes with insights on small & midcap stocks, predicting their outperformance driven by earnings growth and return ratios.