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.
Sebi proposes allowing investment advisers, analysts to use liquid MFs for deposit requirements
Markets watchdog Sebi on Friday proposed allowing investment advisers and research analysts to use liquid mutual fund units, with a lien marked in favour of
May 9, 2025