His analysis suggests the current slowdown to be an entire FY24 phenomenon rather than 1H and the impact possibly extending to FY25 discretionary spends.
Mahesh Patil of ABSL AMC suggests mid and small-cap companies may see renewed investment. Despite higher valuations, their long-term growth potential remains attractive. Rate cuts
Hemang Jani highlights Bosch’s stable performance and diversification into EV components as appealing in the MNC space. He favors wealth management companies like 360 One
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