Mayuresh Joshi from Marketsmith India suggests that despite global challenges like Trump’s tariffs, Indian markets are responding maturely. He emphasizes the strength of domestic flows and the importance of long-term systematic investments. Joshi is optimistic about consumption-driven sectors, financials, and agrochemicals, while remaining cautious on IT due to global competition and the need for reinvention.
Brokerages stay bullish on Laurus Labs as CDMO momentum and margins improve
Laurus Labs’ stock has surged 30% on robust FY26 results, fueled by a booming contract manufacturing business and improved product mix. The company is investing
June 26, 2026