Hiren Ved, Director & CIO of Alchemy Capital, highlights the ongoing significance of India’s manufacturing story, and how the recent Budget supports middle-class consumption. He emphasizes the balanced approach between capex, consumption, pharma, and tech sectors. The Budget’s focus on discretionary consumption, especially in autos, retail, real estate, and tourism, is likely to drive positive market reactions.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is
May 25, 2026