Prabhudas Lilladher sees India’s equity markets entering a phase led by domestic demand, supported by tax cuts, lower inflation and easier credit conditions. Against this backdrop, the brokerage has highlighted 10 large-cap stocks that it expects to deliver strong returns over the next 12 months. The picks span financials, consumption, infrastructure and healthcare, and reflect what PL Capital calls its “high-conviction” ideas in the current environment.
Smallcaps cheaper but not cheap yet: Sonam Srivastava urges selective investing
Smallcap stocks have corrected sharply but are still not cheap, says Sonam Srivastava of Wright Research, urging investors to stay selective. She highlights opportunities in