Analysts expect a tariff increase of 10-15% after the general elections, which augurs well for telecom service providers given the rising data usage. The average revenue per user (ARPU) is likely to increase to Rs 217 in FY26 from Rs 180 in FY24.
Private sector banks are the best contrarian bet for the next 3 years, says S Naren
ICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown in mutual fund