Swati Khemani of Carnelian Asset Management remains optimistic about Indian equities, citing strong macro fundamentals and potential FII inflows of $1.5 trillion. She anticipates gradual rate cuts by the RBI and favors sectors like BFSI, manufacturing, pharma, and specialty chemicals.
Mcap of nine of top-10 most valued firms jumps Rs 2.51 lakh cr; Bajaj Finance biggest winner
In a surprising turn of events, nine out of the top ten firms reported a significant boost in market valuation. Leading the charge was Bajaj