The core story for the economy will remain the commodity companies because we are in the building phase for the economy in terms of capex creation, infra creation. So, to that extent, yes, clearly commodity companies whether it is cement, whether it is metal, they are going to play the role.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026