Investors will await clarity on any strategic or organisational changes and capital allocation from new CEO and MD Srini Pallia.
Deven Choksey, MD of DRChoksey FinServ, says private sector insurance companies are relatively more favourable from a growth perspective. Valuation-wise, some of them have already
Punita Kumar Sinha suggests focusing on quality, defensives, and FMCG, anticipating a boost from a better monsoon. She recommends a domestic-focused portfolio including financials, particularly
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