Dhiraj Agarwal, MD of Ambit Investment Managers, notes potential for a near-term market bounce after months of decline, but warns of long-term challenges and moderate earnings growth. He emphasizes the importance of selective stock picking focused on valuations rather than sector or thematic strategies, highlighting recent disparities within banking and IT sectors.
Big Money Moves: 11 large-cap stocks where institutional investors raised stakes in Q4FY26
Institutional investors increased stakes across major NSE large-cap stocks in March 2026, signaling confidence in fundamentals and future growth. Companies like Adani Power, Axis Bank,