Market expert Dharmesh Kant notes strong order inflows in India’s power equipment and transmission sector, but cautions about execution delays and premium valuations. He sees long-term value in the national grid’s expansion, while defence counters present a compelling structural opportunity with significant domestic manufacturing growth expected.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026