Mayur Patel of 360 ONE Asset Management sees improving structural drivers in financials, telecom, commercial vehicles, and integrated solar manufacturing, which are not fully valued for their medium-long term earnings. He highlights easing liquidity, trade deal benefits, and potential for revived foreign flows, while cautioning on AI disruption in IT services and rich valuations in FMCG and Defence.
Positive Breakout: These 8 stocks cross above their 200 DMAs
In the Nifty200 pack, eight stocks’ closing prices crossed above their 200-day moving averages (DMA) on October 26, 2026, according to StockEdge’s technical scan data.