Market expert Sunil Subramaniam advises a staggered investment approach over six months due to prevailing uncertainty, highlighting potential volatility and positive moves post-BTA signing. He emphasizes diversifying across sectors, anticipating benefits from positive domestic factors like tax giveaways, supportive RBI policies, and favorable monsoon forecasts. Subramaniam suggests focusing on consumer discretionary over FMCG for volume growth.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026