Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo. Khemani prefers conventional power enablers over renewables and emphasizes company selection in banking. He maintains his market cap mix and avoids fads and unproven businesses. His approach centers on conviction, quality, and patience.
Has the worst ended for IT stocks? Geojit’s Anand James sees a bullish turn emerging
India’s IT sector shows signs of life after deep corrections and selling. Technical indicators and derivatives data suggest risk-reward is shifting for bulls. Nifty IT