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Manish Sonthalia says the market fall had been overdue as some segments of the market were frothy in the broader markets and that led to a correction of sorts . But in general, markets are not very expensive. Sonthalia highlights reasonable market valuations and the significance of investment themes and order books for future growth. Anticipates gradual earnings realization for slightly higher valuations.

Market expert Hemang Jani advises cautious investment in attractive PSU stocks due to growth drivers and potential re-rating. Recommends focusing on company fundamentals, not just valuations or corrections. Jani says that two names that come to his mind are quite attractive at this point of time, one is Bharat Electronics and the other one is Concor.

Deepak Shenoy discusses excitement for auto stocks and auto ancillaries, potential investments in M&M and cautious optimism on two-wheeler sales. he also suggests monitoring of FDA actions in the pharma sector. Shenoy says a quantitatively driven, price driven strategy will make them consider pharma again,He also anticipates growth in the healthcare sector and potential opportunities in the chemical space.

Abneesh Roy foresees slight expansion and even EBITDA margin growth in Q4 . Among agri imputs, while tea has corrected, cocoa, coffee remain concerns. Most of the raw materials like crude oil, vinyl acetate monomer, copra, etc, are largely range bound. Top picks in consumer space in market include United Breweries, Tata Consumer, Godrej Consumer, Pidilite. Colgate valuation is comfortably low. HUL, ITC underweight.

Rajesh Bhatia advises caution in the bull market, emphasizing India's growth potential and the positive market color. He discusses the impact of global commodities, real estate market trends, and the promising outlook for private banks amidst incremental deposit growth. Bhatia says: "So many sectors have done well, which is really the colour of a bull market. "