Hari Shyamsunder from Franklin Templeton suggests a cautious outlook on IT due to slowing growth and AI uncertainties, while favoring mid and small-caps for long-term Indian economic growth. Despite stretched valuations in manufacturing, defense, and power sectors, stock picking remains crucial. He anticipates a 10-13% compounding return for the broader market over the next three to five years.
Markets in Flux: Devina Mehra advocates measured rebalancing over panic moves
Devina Mehra from First Global suggests diversifying investments globally, being underweight on the US, and overweight on Europe, China, and slightly on India. She emphasizes
July 28, 2025