Key companies, including IRFC, IRCTC, and Raymond, are set to announce their quarterly earnings today. Amara Raja Energy is anticipated to report a 17% YoY growth in net profit and a 10% YoY increase in revenue, driven by solid performance in the aftermarket division and new energy business.
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