As Holi approaches and investors look to the new fiscal year, where should fresh funds be allocated for optimal future prospects? Deven Choksey, MD, DR Choksey FinServ Private, suggests focusing on sectors poised to benefit from falling interest and inflation rates, coupled with increased capital spending. He highlights larger banks and NBFCs, particularly those leveraging AI in loan processing, as strong contenders for the coming year. Additionally, Deven Choksey sees significant potential in capital goods, especially within the power-related segments, as well as the auto-automation and engineering-related IT sectors, emphasizing stability and future growth. On the other hand, Avinash Gorakshakar, Head Research, Profitmart Securities, mentions two specific names, Beverages and Mydra, but primarily advises viewers to adopt a contrarian approach. He stresses the importance of accumulating good quality companies during market corrections, emphasizing that India remains an attractive market with a history of recoveries. Avinash Gorakshakar urges investors to maintain patience and conviction, building long-term wealth portfolios and staying invested, as market sentiment can shift rapidly once recovery begins. Both experts underscore the significance of strategic, long-term investments during these times, advising viewers to look beyond short-term volatility and focus on the fundamentals of strong businesses.