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.
Global Market: US weekly jobless claims drop more than expected
US unemployment claims saw a sharper-than-expected drop last week, signaling continued labor market strength. Despite this positive sign, a rise in continuing claims suggests employers
June 26, 2026