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Dinshaw Irani of Helios Mutual Fund advises a balanced portfolio approach with lower beta to navigate market volatility. He remains cautious due to weak corporate demand, inventory buildup, and challenges in the IT sector despite industry optimism. He says March quarter numbers will be the first ones where after six consecutive quarters of growth, one may see some kind of cuts getting built into the earnings per se.

Vishal Malkan expects midcaps and smallcaps to consolidate in April. Nifty to remain range-bound. Dr Lal PathLabs surges, correction awaited for entry. Weakness in Nifty IT index continues. Malkan says: "I like the main part of PSUs like the PSU banks which are my favourites. Canara Bank and PNB are my top two stocks for this year."

Karan Taurani explains the impact of T20 World Cup and IPL on QSR companies, emphasizing Zomato's performance compared to other QSR companies, highlighting market fragmentation and delivery contribution challenges. ​On a QoQ basis, we will see a delta for Zomato. As far as QSR companies are concerned, there is not much of a big respite.

Dharmesh Shah, Head-Technical at ICICI Direct, suggests viewing PSU corrections positively as buying opportunities. He also anticipates that Nifty momentum will sustain and has a positive outlook on Nifty auto index and Maruti. He further recommends accumulation in the IT sector for medium-term gains as he expects a gradual recovery in the IT index.

Saurabh Gupta of Dixon Technologies foresees a $10 billion IT hardware opportunity for India. Emphasizing import substitution, a growth rate of 35-40% annually, and the importance of the PLI scheme, Dixon aims for 20-25% revenue from exports in five years.