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.
Polycab shares slide 17% in 3 months amid Ultravolt shock, but Jefferies sees 33% upside. What’s behind the bullish view?
Polycab shares have fallen 17% from their June peak after UltraTech entered the wires and cables segment. Jefferies retained its Buy rating and Rs 11,100
September 22, 2026