Finding winning stocks getting tougher, bottom-up ideas key: Sridhar Sivaram

July 30, 2025

Sridhar Sivaram maintains a cautious view but expresses optimism for the second half of the year. He anticipates a potential shift in market leadership away from financials. Electronic Manufacturing Services is showing strong growth, driven by the Apple ecosystem. Sivaram suggests waiting for dips to enter the EMS sector.

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Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari

Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,

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SpiceJet shares rise 13%, extending second-day rally amid IndiGo operational disruptions

SpiceJet shares spiked intraday as operational disruptions at rival IndiGo boosted demand for its services. Despite the short-term rally, the stock remains fundamentally weak, with

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