Life insurance stocks gained 7-12% since March 13, driven by market optimism and APE growth. HDFC Life is favored for its diversified portfolio and limited ULIP exposure. The sector faces competition amid 100% FDI plans, potentially impacting margins and premium growth.
Mid and smallcap earnings to outshine Nifty 50 despite valuation concerns: Manish Sonthalia
Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector