The narrow majority for the ruling party in the election and demanding coalition partners may demand portfolio rebalancing and increased volatility in the short-term. InCred Equities suggests that the BJP not coming into power with a strong majority may favour an upgrade of defensive names Dabur and Zydus Life science. Here is a list of stocks across large, mid and small cap categories that InCred recommends to add in your portfolio:
US stocks: S&P, Nasdaq end over 1% higher as AI-fueled optimism weighs
CoreWeave reported strong earnings, easing investor concerns about spending on AI infrastructure and boosting stock prices. Both the S&P 500 and Nasdaq witnessed gains following