Hemang Jani highlights Bosch’s stable performance and diversification into EV components as appealing in the MNC space. He favors wealth management companies like 360 One or Nuvama, anticipating a structural bull run and potential consolidation. In the auto sector, Jani prefers Mahindra & Mahindra and TVS, expecting positive impact from a normal monsoon and potential rate cuts.
FIIs sold about Rs 11,000 crore worth Indian stocks in 2 days of US-Iran war
Foreign investors sold nearly Rs 11,000 crore in two March sessions amid escalating West Asia tensions, surging crude prices and currency volatility. DIIs offered support,