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.
J Infratech files IPO papers; eyes Rs 600 cr via fresh issue
J Infratech Ltd has submitted preliminary papers for an initial public offering valued at Rs 600 crore. The IPO includes a fresh issue and an