Krishnan VR suggests investors be selective and valuation-aware amidst uncertainties, favoring companies with strong earnings growth. Recent RBI actions benefit fixed-rate loan providers like vehicle financiers. While IT faces sentiment-driven derating, pharma confronts tariff issues. A shift towards quality and defensive investing is anticipated as government capex moderates.
PNB Housing Finance Q4 profit surges 19% to Rs 656 crore with strong retail growth
PNB Housing Finance reported a 19% rise in Q4 net profit to Rs 656 crore. FY26 profit grew 18% to Rs 2,291 crore. The company