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.
Macro headwinds are behind us; largecaps poised to outperform: Prashant Jain
India’s equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domestic fundamentals, improving external balances,
July 2, 2026