Pankaj Pandey, Head of Research, suggests holding some cash as global uncertainties may cause market corrections. He sees opportunities in the banking sector, with positive views on Axis Bank, Kotak, HDFC Bank, and NBFCs like Bajaj Finance. Capital goods stocks like ABB also look attractive after significant corrections. Pankaj Pandey, Head of Research, suggests holding some cash as global uncertainties may cause market corrections. He sees opportunities in the banking sector, with positive views on Axis Bank, Kotak, HDFC Bank, and NBFCs like Bajaj Finance. Capital goods stocks like ABB also look attractive after significant corrections. Economic Times