Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South India, shows promise due to price hikes. Metals also present an opportunity for investment. Consumer discretionary stocks are expected to perform well in the second half of fiscal year 2026.
Laurus Labs shares climb 4% after Q2 profit zooms 126% YoY
Laurus Labs shares rose 3.79% to Rs 2,329 after the pharmaceutical company reported strong Q2FY27 results. Revenue increased 33% year-on-year to Rs 2,206 crore, while
October 30, 2026