Sensex and Nifty fell, influenced by banking and financial stocks amid weak global market trends. Tata Power saw a breakdown below 430, suggesting further decline. Dabur India hit a major support zone at 530, indicating a potential rise. L&T’s breakdown below 3430 points to a bearish trend.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary