Asit Bhandarkar identifies consumption, financials, and exporters as prime investment areas. Consumption is seen as a medium-term growth story. Financials offer attractive valuations and pristine asset quality. Exporters may also present opportunities. Investors are advised a balanced approach to navigate the current market complexities.
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