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.
Manappuram Finance, Muthoot Finance, other gold financier stocks drop up to 3%. Here’s why
Shares of gold financiers declined as a sharp fall in gold prices and a stronger US dollar weighed on sentiment. Expectations of further US Federal
June 25, 2026