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Stocks to buy | Risk & Reward: Amnish Aggarwal’s take on gold, auto & tariffs

Market Overview
ETMarkets.com
1/12
Market Overview
Market expert Amnish Aggarwal in an interview to ET Now said that the worst of market panic may be over. The previous quarter saw significant instability, but markets have now stabilized. As markets act as leading indicators, the immediate future may not see the same level of pain. However, cautious investment decisions remain crucial.

Slow and steady growth
ETMarkets.com
2/12
Slow and steady growth
According to Amnish Aggarwal, market recovery will be slow and steady. Investors should focus on quality stocks instead of speculative investments. This year, stock selection will be key, as only fundamentally strong sectors and companies will see sustained gains.
Safe investment pockets
iStock
3/12
Safe investment pockets
Amnish Aggarwal identifies three major sectors for safer investments. The infrastructure, capital goods, and engineering space continue to show strong performance with increasing order flows. Hospitals and pharma sectors remain stable, offering resilience in uncertain times.

Additionally, tourism is seeing strong discretionary spending, making it a promising area. Meanwhile, the broader consumption market, including FMCG, retail, QSR, and building materials, could see an upswing as demand revives.
High-return stocks (15-20%)
Getty Images
4/12
High-return stocks (15-20%)
Many frontline stocks have undergone sharp corrections, particularly after September when demand weakened. Amnish Aggarwal believes these stocks have a strong potential to recover, with gains of 15-20% expected over the next 6-12 months as demand rebounds, particularly in the consumption sector.
Travel sector investments
ETMarkets.com
5/12
Travel sector investments
The travel sector is booming, and Amnish Aggarwal sees potential beyond hotels and aviation. Online travel platforms like MakeMyTrip and Ixigo could also benefit from rising discretionary spending. Investors looking to capitalize on the travel surge can explore these segments for opportunities.
Gold financing sector
BCCL - Non Copyright
6/12
Gold financing sector
Gold financers, such as Muthoot Finance and Manappuram Finance, have benefited from rising gold prices. Amnish Aggarwal notes that tight liquidity conditions also favor gold financing firms. With Bain Capital's entry into Manappuram Finance, investor confidence in this sector has grown, and steady returns can be expected.
Auto sector analysis
NYT News Service
7/12
Auto sector analysis
The auto sector has shown weak sales in the past few months, particularly in two-wheelers. Amnish Aggarwal suggests that investors should be highly selective in this space. However, there is hope for passenger vehicles (PVs), especially for Maruti and Hyundai, which could benefit from a demand revival post-May/June. M&M remains a top pick in the auto sector.
Auto components & US tariffs
ETMarkets.com
8/12
Auto components & US tariffs
Amnish Aggarwal highlights the risks in the auto components sector due to potential US tariffs. Companies with significant exposure to North America, such as Motherson Sumi and Sona Comstar, may face performance challenges if trade policies become unfavorable. However, final tariff impacts remain uncertain, and investors should monitor regulatory developments.
Infrastructure & construction sector
ETMarkets.com
9/12
Infrastructure & construction sector
The infrastructure sector remains strong, driven by massive government spending at both central and state levels. Amnish Aggarwal emphasizes that large infrastructure companies have robust order books and strong balance sheets, unlike in previous cycles where aggressive bidding led to financial strain. Companies operating across multiple segments—such as roads, ports, hydropower, and solar—are positioned for steady growth.
Exchange sector investments
Agencies
10/12
Exchange sector investments
Amnish Aggarwal sees stock exchanges as strong structural growth stories. Companies like MCX, NSE, and BSE offer compounding benefits as trading volumes rise. However, regulatory changes could pose risks for IEX. With high operating leverage in the exchange business, profitability is expected to improve over time, positively impacting stock prices.
Geopolitical & tariff impact
TIL Creatives
11/12
Geopolitical & tariff impact
Tariffs are increasingly being used as geopolitical tools rather than purely economic measures. Amnish Aggarwal points out that past instances, such as those involving Mexico and Canada, have led to adjustments and dilutions. The immediate economic impact of these tariffs may be limited, and investors should focus on long-term fundamentals rather than short-term knee-jerk market reactions.
What should investors do?
Agencies
12/12
What should investors do?
Amnish Aggarwal advises investors to diversify their portfolios while focusing on strong sectors. Stock selection is crucial, and market trends should be closely monitored. A long-term investment perspective, backed by patience and strategic decision-making, will yield the best results.
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