Kedar Kadam of Dolat Capital anticipates muted returns in Indian equities for the rest of FY26, emphasizing stock picking and sector rotation. He advises monitoring global uncertainties, domestic policy changes, and macro data. Kadam suggests a balanced portfolio with fixed income for hedging and highlights opportunities in specific sectors like financials and renewable energy.
Markets look past conflict as investors bet on long-term growth: Ed Yardeni
Global equity markets are navigating uncertainty, with investor sentiment suggesting the worst of the sell-off may be over. Market participants are increasingly focused on long-term
April 21, 2026