Mukul Agrawal portfolio: Ace investor Mukul Agrawal picked up a 1.27% stake in Jammu & Kashmir Bank during Q1FY26. The PSU bank reported 9.5% YoY growth in total business and improved asset quality, despite a dip in net profit.
Power, Hotels & Chemicals: Dipan Mehta maps out the market’s next big opportunities
Dipan Mehta advises selective investing, favoring power infrastructure, export manufacturing, and specialty chemicals. While acknowledging the hospitality sector’s strong run, he cautions about potential headwinds.