Daylynn Pinto of Bandhan AMC explains the current market consolidation after five strong years, highlighting concerns such as the slowdown, global recession risks, and potential tariffs impact. Pinto justifies underweighting capital goods due to stretched valuations and anticipated limited private capex, while stressing the positive outlook on financial services and autos amid favorable regulatory and liquidity factors.
Portfolio Killers: 10 US stocks that wiped out up to 66% of investors’ wealth in 2026
Amid the AI trade and ongoing geopolitical tensions, several US-listed stocks have come under pressure in 2026. Here are the top 10 stocks with market