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.
Tata Sons boardroom battle intensifies but Tata Group stocks remain unbothered. Should you buy?
Tata Sons has rejected Noel Tata’s objections to N Chandrasekaran’s reappointment, saying the board’s decision was valid and made in accordance with the company’s Articles