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:
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts