Amnish Aggarwal from Prabhudas Lilladher highlights the favorable position of power financiers in the renewable energy sector, despite high valuations post re-rating. He sees potential in capex-themed sectors like railway, defence, and infrastructure. While financials face mixed prospects, selective stock picking is advised. Consumption sectors, especially staples, may experience pressure in 3Q.
ITC, HUL among 10 FMCG stocks that have tumbled up to 31% in 2026. How many do you have?
FMCG stocks remained under pressure in 2026, with the sector index declining 10% year-to-date amid geopolitical disruptions and inflationary pressures. Most major names, including ITC,
June 26, 2026