Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak’s Atul Bhole

May 22, 2025

India’s macro fundamentals are in a really sweet spot & proving to be one of the strongest versus major global economies. Tightly controlled fiscal & current account deficits, lower inflation & stable currency while maintaining growth handle around 6-6.5% are attracting back foreign flows in a major way.

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Nomura acquired over 4.1 lakh shares in Azad Engineering for Rs 66 crore through a block deal at an 8% discount. Despite the investment, Azad’s

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Cochin Shipyard, Astrazeneca among top 10 small-cap gainers this week, rallying up to 28%

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