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.
AMFI reshuffle: Hindustan Copper among 6 smallcap stocks that may get upgraded to midcap
Six smallcap stocks could be upgraded to the midcap segment in AMFI’s H2 CY26 semi-annual rejig, according to Nuvama Institutional Equities.