Bernstein’s MD, Venugopal Garre, maintains a positive outlook on the Indian market with a Nifty target of 26,500, citing improvements in macro conditions and potential rate cuts. Despite global uncertainties and trade tensions, Garre anticipates better capital expenditure and consumption, though not enough for extraordinary returns. Portfolio strategy emphasizes domestic recovery candidates with some defensiveness, overweighting financials, telecom, and utilities.
Big Money Moves: 11 large-cap stocks where institutional investors raised stakes in Q4FY26
Institutional investors increased stakes across major NSE large-cap stocks in March 2026, signaling confidence in fundamentals and future growth. Companies like Adani Power, Axis Bank,
April 16, 2026