New Delhi, April 1 -- While the Indian stock market has witnessed a strong rebound in March and turned positive for the year, the Nifty is still 10% down from its peak hit in September 2024, putting it in a correction territory. Against this backdrop, Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services, has shared his investment strategy in the current market environment. Going ahead, he expects the Q4 earnings season to be weak but believes that capital goods companies and select players in the consumption space can surprise on the upside. Edited excerpts:

Indian markets saw a strong recovery in Mar'25, with the Nifty 50 gaining nearly 7%. The benchmark index has now turned positive for CY2025. The ma...