WhiteOak Capital’s Trupti Agrawal says stabilising earnings and normalised valuations have improved risk-reward in broader markets. Small and mid caps, after sharp corrections, offer selective alpha as fundamentals hold up. Private financials, consumer discretionary and healthcare remain promising from a bottom-up perspective.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The