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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Stock re-categorization: 11 largecaps that will be demoted to midcap

The Association of Mutual Funds in India (AMFI) has announced the stock re-categorization and has highlighted the market cap changes in large, mid and small

July 9, 2025

Contra stocks to buy: Jefferies picks 3 fallen angels for next 12 months

Jefferies is making a bold move by advising clients to invest in the struggling Indian consumer sector, identifying Varun Beverages, Hindustan Unilever, and Asian Paints

July 9, 2025

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