Pankaj Pandey, Head of Research, suggests holding some cash as global uncertainties may cause market corrections. He sees opportunities in the banking sector, with positive views on Axis Bank, Kotak, HDFC Bank, and NBFCs like Bajaj Finance. Capital goods stocks like ABB also look attractive after significant corrections.
Nifty at 26K, but why is your stock portfolio bleeding?
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors’ portfolios tell a different story. While Nifty