Amidst market volatility and FII outflows, Kotak Securities’ Shrikant Chouhan advises a bottom-up, value-driven investment approach. He notes retail investor enthusiasm driving IPOs, while smart money targets hospitals, digital-first firms, and capital market-linked businesses. Chouhan emphasizes caution in small and midcap stock selection, prioritizing corporate governance and business model analysis.
Market expects one more rate cut as inflation stays benign
Indian economists and bond market experts expect another quarter percentage point cut in policy rates. This follows the Reserve Bank of India’s recent rate reduction
December 9, 2025