Container freight rates are still much-much higher as compared to the last year. Thirdly, credit period crunch is also one more issue based upon our sources it is indicating. And lastly, on the domestic demand is not reviving up and that is also piling up a lot of inventory on the Morbi side.
Banking, consumption and healthcare to lead market gains: Shibani Sircar Kurian
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
October 22, 2025