Market expert Nischal Maheshwari suggests the market might pause briefly. It will then focus on earnings. Defence stocks are gaining traction due to order wins and positive sentiment. Maheshwari advises caution on defence stocks for long-term investments. He believes the market isn’t currently pricing in a major geopolitical escalation. Historically, markets have shown resilience after initial reactions to geopolitical events.
Is the trend of chasing themes in the market over? Shreyash Devalkar explains
Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommends focusing on individual stock
June 2, 2025