Radhavi Deshpande of Kotak Mahindra Life Insurance says REITs and InvITs offer stable cash flows and portfolio diversification, while fixed income is anchored to asset-liability matching amid rate-cycle uncertainty. For FY27, she sees selective opportunities in large-cap financials, industrials, and consumption, emphasizing earnings quality, capital efficiency, and risk-adjusted returns over momentum or liquidity-driven plays.
Smallcap Stars: 10 stocks rally up to 72% despite 11% Nifty crash in March. Do you own any?
Despite an 11% fall in the Nifty during March amid global tensions and rising crude prices, select smallcap stocks delivered strong gains of up to