India’s market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain highlights rate-sensitive sectors, consumption, and an out-of-consensus overweight on IT as potential growth areas. He notes that while a global AI stock consolidation could benefit India, a broader correction might lead to multiple contractions.
Jefferies is bullish on Adani Ports and 5 other logistics sector stocks. How many do you have?
Jefferies has shared an optimistic forecast for six logistics stocks, highlighting anticipated price hikes. Among them, Adani Ports is projected to rise by 20% from
September 25, 2026