In the short run, good case for market upside; be careful as best-case scenarios priced in: Hemang Jani

Market expert Hemang Jani advises caution amidst rising markets. Trump’s potential return and US rate cut boost prospects. Bajaj Auto benefits from export recovery, monsoon, CNG launch; Hero Motor favored. Telecom sector positive with ARPU gains, Indus Tower strong. Dairy firms Parag, Hatsun, Dodla, and South Indian companies show promising growth, with favorable TDP relevance. Market expert Hemang Jani advises caution amidst rising markets. Trump’s potential return and US rate cut boost prospects. Bajaj Auto benefits from export recovery, monsoon, CNG launch; Hero Motor favored. Telecom sector positive with ARPU gains, Indus Tower strong. Dairy firms Parag, Hatsun, Dodla, and South Indian companies show promising growth, with favorable TDP relevance.  Economic Times