Mayuresh Joshi discusses the railway sector’s potential, highlighting positive budgetary allocations and new projects. While manufacturing stocks like Titagarh and Texmaco Rail face margin constraints, infrastructure and financing stocks offer selective opportunities. Joshi also addresses Maruti’s production adjustments due to rare earth magnet issues, anticipating a potential recovery in the auto sector’s EV segment.
Markets may consolidate; micro, small and mid-caps could lead alpha generation, says Quant Mutual Fund
Quant Mutual Fund expects Indian equities to consolidate after the recent rally but believes micro-, small- and mid-cap stocks will drive alpha. It remains bullish
July 4, 2026