Amey Sathe of Tata Asset Management sees opportunity in midcap private banks. He believes their valuations are compelling. Profitability is expected to improve in the next two years. The Tata Flexi Cap Fund uses sector rotation. It overweights undervalued sectors. Sathe also views consumer stocks as a dark horse in fiscal year 2026.
Dalal Street Week Ahead: Time to exit overheated themes, enter emerging plays
The markets broke out after six weeks of consolidation, with the Nifty gaining 2.09%. Support levels have risen to the 25100-25150 zone, and leadership is
June 28, 2025