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.
Mid- and small-cap pressure persists as valuation concerns deepen: Harsha Upadhyaya
Amidst DII buying and FII outflows, mid- and small-cap corrections are driven by valuation and earnings realities, according to Harsha Upadhyaya. He advises caution in