Why you need not say goodbye to capex and invest only in consumption theme now

February 4, 2025

Prashant Khemka, Founder of White Oak Capital Management, anticipates a shift in performance between cyclical and defensive stocks. The Budget may reinforce this phenomenon. Khemka advises maintaining a balanced portfolio, emphasizing stock picking over top-down calls. He also notes the potential positive impact of income tax savings on demand and broad sectoral benefits.

More To Explore

ESDS Software shares snap 3-day fall, hit 5% upper circuit. What should shareholders do?

Shares of ESDS Software Solutions snapped a three-day falling streak on Monday, hitting a 5% upper circuit at Rs 1,622. After surging 325% post-listing, market

September 21, 2026

NMDC shares rally 2% after company sets target to achieve net-zero operational emissions by 2047

NMDC shares rallied up to 2% on Monday to Rs 80.85 after setting a target to achieve net-zero operational emissions by 2047. Covering Scope 1

September 21, 2026

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003