ETMarkets Smart Talk| Focus on long-term themes; IPO frenzy offers lessons, not just opportunities,” says Shriram Wealth CEO

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Shriram Wealth's Vikas Satija sees market momentum driven by trade deal hopes, with global bourses rallying. He remains bullish on gold despite a recent correction, citing strong underlying demand. Satija highlights positive Q2 earnings, particularly in financials and autos, and favors consumer, power, and banking sectors for future growth.