IOC, HPCL preferred bets; Infosys deals strengthen outlook: Siddharth Khemka

Valuations have corrected and dividend yields remain supportive, making select oil marketing companies worth tracking despite near-term volatility, Siddharth Khemka of Motilal Oswal Financial Services said. He also expects graphite players to benefit from improving demand in metals and electric vehicles, but governance concerns keep investors cautious in the payments banking space. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.