Indian midcap and smallcap indices are near record highs currently. A few select stocks are driving most of these significant gains. This concentration indicates a selective rally rather than broad market health. Analysts suggest earnings growth and sector rotation are fueling this trend. Investors should focus on balance-sheet strength and selective stock picking.
ETMarkets Smart Talk | Fed, inflation, rupee: How investors should navigate India’s 7%+ bond yields, says Vineet Agrawal
With the 10-year government bond yield moving above 7%, investors are once again facing a key question: is this an opportunity to lock in attractive