Axis Securities advises investors to increase cash holdings by up to 10% and selectively buy high-quality stocks amid market volatility from U.S. tariffs on Indian imports. They favor sectors like private banks, telecom, and healthcare, while expressing caution on the IT sector. The recent Reserve Bank of India policy moves and domestic consumption boost could support market stability.
India’s insurance story still in early innings: long runway ahead: Nischal Maheshwari
Market expert Nischal Maheshwari expresses optimism about the insurance sector. He favors life insurance companies like SBI Life and LIC due to their appealing valuations.