Nilesh Shah, MD, Kotak AMC, emphasizes the importance of evaluating PSU stocks individually, being mindful of valuation, especially in low-floating stock counters. Areas like private banks, IT, pharmaceuticals, rural-focused FMCG, and certain segments of PSUs such as banks and the defense sector hold potential for better earnings growth. The market expects moderate returns with focus on bottom-up stock picking.
Valuations turn attractive as markets look beyond uncertainty: A Balasubramanian
Amidst geopolitical uncertainty, market expert A Balasubramanian suggests the worst may be nearing an end, with improving macro signals and reasonable valuations in Indian equities.
April 10, 2026