Among the recent results of HDFC Bank, Kotak Bank, and IndusInd Bank, ICICI Bank stands out due to its realistic commentary and reasonable valuations. Sandip Sabharwal also expects a positive outlook for L&T’s overall order booking guidance and execution, as well as the potential for a buyback. Despite L&T’s strong performance, it remains an under-owned stock among institutional investors.
Smallcaps still overvalued? HDFC Securities’ Unmesh Sharma flags 2 key risks
In this overall, uncertain global environment, India seems better placed. Currently, we are out of the cross hairs from the tariff perspective but need to
March 19, 2025