Siddhartha Khemka highlights promising sectors like capital goods, expecting strong growth due to frontloaded government capex, and cement, projecting a 35% earnings increase. Electronic manufacturing services and healthcare are also favored, while retail faces some pressure. Within life insurance, HDFC Life and SBI Life are preferred due to steady growth and improving margins.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is