Varun Beverages’ shares fell 3.4% after raising Rs 7,500 crore through a QIP at a 4.97% discount. The company reported strong Q3 profit and revenue growth.
Kotak AMC’s Harsha Upadhyaya suggests a stock-specific, bottom-up approach, favoring large-caps due to valuation. While positive on financials amid macro improvements, he highlights the long-term
Krishnan VR suggests investors be selective and valuation-aware amidst uncertainties, favoring companies with strong earnings growth. Recent RBI actions benefit fixed-rate loan providers like vehicle
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