In FY25, sectors like media, energy, PSU banks, and realty are expected to perform poorly, while defence, financial services, and healthcare are projected to see gains. Media has witnessed a significant profit decline, while PSU banks, despite strong numbers, face challenges like NPAs. Positive views are held on metals, NBFCs, private banks, and technology for FY26.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.