Kotak Mutual Fund’s Mandar Pawar anticipates domestic themes like consumption, autos, and cement to fuel market growth. He expects earnings momentum to strengthen in H2FY26, driven by improving rural demand, festive tailwinds, and rising construction, despite global trade uncertainties. Pawar favors consumer discretionary, autos, and cement sectors, while also highlighting potential in specialty chemicals and energy transmission.
Oil Price Today (August 26): Crude oil tanks 6% in two days to hover near $85. What’s behind the decline?
Brent crude futures were down $2.35, or 2.65%, at $86 a barrel, while U.S. West Texas Intermediate crude futures fell $1.94, or 2.36%, to $80.42.
August 26, 2026