IndiGo airlines is bracing for a potential surge in aviation insurance costs upon policy renewal, influenced by escalating geopolitical risks and diminished reinsurance capacity following the recent Air India plane crash. The crash could lead to substantial hull and liability claims, impacting global reinsurance markets.
Get into mid and smallcaps with a slightly longer-term horizon compared to largecaps: Harsha Upadhyaya
Kotak AMC’s Harsha Upadhyaya suggests a stock-specific, bottom-up approach, favoring large-caps due to valuation. While positive on financials amid macro improvements, he highlights the long-term