Punita Kumar Sinha suggests focusing on quality, defensives, and FMCG, anticipating a boost from a better monsoon. She recommends a domestic-focused portfolio including financials, particularly NBFCs benefiting from a recovering rural economy. While IT valuations are reasonable, a catalyst for increased spending remains uncertain due to ongoing trade and immigration concerns.
$1.86 billion worth of IPO shares set to unlock in July: Nuvama Report
A substantial $1.86 billion in pre-IPO shareholder lock-ins is expiring in July 2025, potentially altering the ownership structure of several recently listed firms. Nuvama Institutional
June 28, 2025