Pankaj Pandey identifies defence, pharma and consumption as core stock picking themes

June 1, 2026

Indian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pressure, broader market impact is expected to be contained. Investors are advised to look for selective opportunities in sectors like EMS, paints, and defence technology amid ongoing sectoral divergences.

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Zee Entertainment shares rallied 20% over the past five trading sessions, hitting a nearly six-month high and adding more than Rs 1,660 crore to the

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