Investors are cautiously optimistic across sectors. Siddhartha Khemka of Motilal Oswal sees strength in chemicals and fertilizers, with Coromandel International and PI Industries favored. He expects a steady quarter for SBI, citing strong asset quality. The metals outlook is turning positive, with Tata Steel benefiting from domestic demand and global cues. Khemka has a buy rating on Tata Steel.
AMFI reshuffle: Hindustan Copper among 6 smallcap stocks that may get upgraded to midcap
Six smallcap stocks could be upgraded to the midcap segment in AMFI’s H2 CY26 semi-annual rejig, according to Nuvama Institutional Equities.