LIC Mutual Fund’s Dikshit Mittal suggests focusing on companies catering to the upper-middle class and affluent Indian consumers, along with selective domestic pharma. He is bullish on industrials and capital goods, particularly those in power generation and import replacement.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly