Shreyash Devalkar of Axis Mutual Fund suggests a shift in investment strategy. Broad investment themes are less effective now. He recommends focusing on individual stock selection. Public Sector Undertakings or PSUs have performed well. However, thematic investing may not be wise. He highlights financial services and select pharma as areas of interest. Digital space growth is strong, but valuations vary.
Oil shock from Iran war raises risks for India’s stock market
Escalating Middle East tensions are poised to further weaken Indian equities, with strategists warning of underperformance against global peers. Higher oil prices, driven by the