And in difficult phase of bull run, obviously, given the risk profiling, I think largecap will play an important role, that does not mean we turn negative on small and mid.
India is actively addressing supply chain vulnerabilities across all sectors, willing to invest more to build resilience. The government’s ‘Atmanirbhar Bharat’ initiative, coupled with infrastructure
Shibani Sircar Kurian of Kotak Mahindra AMC sees select growth pockets in banking, consumption, and healthcare. She highlights attractive valuations in PSU banks, stock-specific opportunities
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