FIIs cautious despite GST boost as earnings hold the key; 5 stocks to bet on now: Pramod Amthe

Despite a GST rate cut lifting sentiment, FIIs remain cautious on Indian equities, says InCred Capitals Pramod Amthe, stressing earnings as the key trigger. He sees opportunities in autos, financials, and consumer discretionary, with high-conviction picks like Maruti, Bajaj Auto, Bajaj Finance, Shriram Transport, and TCPL Packaging.