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.
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