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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Infosys buyback: Zerodha’s Nithin Kamath explains the tax trap investors are missing

Infosys’ massive Rs 18,000 crore share buyback is approaching. Zerodha co-founder Nithin Kamath advises investors to understand the tax rules. Gains from the buyback are

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Dalal Street’s middle-order hits record high before Nifty, smallcaps. What’s driving the midcap boom?

India’s midcap stocks are reaching new heights, outperforming larger companies. Strong company earnings and reasonable stock prices are driving this surge. Experts see this as

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