Indian equities are poised for a constructive phase, with strategists anticipating earnings acceleration and a potential revival in foreign investor interest. While near-term earnings surprises are limited, FY27 is projected to see significant growth. Pharma is favored over IT, with selective opportunities in midcaps and other sectors.
Mukul Agrawal reshapes Rs 6,500-crore portfolio in Q3: Two new stocks, one exit. Do you own?
Mukul Agrawal has updated his Rs 6,500-crore stock portfolio. He added Hindustan Construction and Sudeep Pharma. Agrawal reduced his stake in Monolithisch and likely exited