Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction. While geopolitical risks and weak earnings weigh on sentiment, FII flows could recover in the second half, with valuations improving but still dependent on earnings recovery.
Dixon Tech shares surge 7% on Rs 1.9 lakh crore phone manufacturing push. Buy, sell or hold the stock?
Dixon Technologies shares surged after the Union Cabinet approved the Rs 1.27 lakh crore second phase of the India Semiconductor Mission and a Rs 62,500