Amid rising geopolitical tensions and market volatility, investors are reassessing sectoral allocations. Mutual fund experts suggest focusing on domestic cyclicals, financials, and defensives like pharma, while remaining cautious on IT, metals, and oil and gas. They also highlight valuation risks and stress the importance of resilient businesses in uncertain conditions.
Q2 results impact: 2 Vedanta stocks rally up to 14% after Sept quarter earnings. How have they performed since demerger?
Shares of Vedanta Power and Vedanta Oil and Gas rallied up to 14% after both demerged companies reported a sharp year-on-year improvement in Q2 FY27