The focus of Modi 3.0 will likely continue on developing the country’s public infrastructure such as roads, water, metro, railways, defence, digital infrastructure, and green technologies. Axis Securities says that the market may continue to find direction based on a “Feel good” factor on policy continuity, pre-budget expectations, progress of monsoon, development on the CAPEX agenda, fiscal consolidation path and expectation of rural recovery in the second half.Here are top picks by Axis Securities across the small, mid and large cap categories:
Know Your Fund Manager: Daylynn Pinto, Senior Fund Manager – Equity, Bandhan AMC
The article explores the career of a fund manager at Bandhan AMC, discussing their journey from a fresher at UTI Mutual Fund to managing multiple