India’s competitive advantage is improving due to cooling dollar and oil prices, with tariffs on China benefiting India. Sectors like financials, real estate, and building materials are likely to see growth. Although consumption may be weak initially, it is expected to recover later in the year. The broader markets may improve towards the end of fiscal year 26.
AMFI reshuffle: Hindustan Copper among 6 smallcap stocks that may get upgraded to midcap
Six smallcap stocks could be upgraded to the midcap segment in AMFI’s H2 CY26 semi-annual rejig, according to Nuvama Institutional Equities.