Atul Bhole from Kotak Mutual Fund suggests IT stocks present an overlooked opportunity due to US economic concerns and AI disruption. He highlights the resilience of the Indian economy and the improved stability and growth prospects of small and mid-cap companies. Bhole also advises a contrarian approach to sector rotation, focusing on undervalued sectors.
Bullish Bets: Vinit Bolinjkar maps out India’s next big market winners
Indian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industrial companies. He highlights mid-sized banks like