Axis Mutual Fund’s Jayesh Sundar outlines a calibrated contrarian roadmap for 2026, identifying IT, FMCG, and select export plays as key opportunities. He emphasizes a comprehensive asset allocation framework, factoring in macro and micro variables, and sees potential upside as earnings visibility strengthens and global conditions stabilize.
Sebi to revamp short-selling, securities lending rules
Sebi is reviewing short-selling and securities lending rules to improve liquidity and price discovery. The regulator is also planning reforms in clearing, broker compliance, custodial
October 25, 2026