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.
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.