The market is pricing in a BJP victory with a majority in the upcoming general elections, but any disappointments could lead to a big setback for markets. Kedar Kadam says prefers largecaps over smallcap/microcaps and value stocks trading at reasonable valuations. In terms of sectors, we remain constructive on themes of capex (engineering/Infra/building materials), pharmaceuticals, 2-wheeler auto, and select specialty. chemical companies.
Nifty 25K under fire: Aamar Deo’s strategy for BEML, Adani Power and 4 others stocks amidst Mideast war
Amidst geopolitical tensions and potential oil price surges due to US-Iran conflict, Indian markets show resilience. Nifty and Bank Nifty face key resistance levels, while
June 23, 2025