Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like Nykaa and Honasa show long-term promise, high valuations in consumer companies raise concerns. Cautious approach is advised due to global economic uncertainty, prioritizing capital preservation over aggressive returns.
Bullish Bets: Vinit Bolinjkar maps out India’s next big market winners
Indian equities are seeing stock-specific action. Market expert Vinit Bolinjkar is bullish on select banking, power, defence, and industrial companies. He highlights mid-sized banks like
May 28, 2026