Neeraj Gaurh of Axis Securities advises investors to balance market excitement with geopolitical risks. Markets may correct 5-8%, but investors can deploy lump sum investments in good stock ideas when they have valuation comfort, when growth is accelerating, or when RoEs are improving.. Cyclicals are driving earnings growth, and banking underperformance may reverse when liquidity conditions improve.
Tejas Networks shares hit 20% upper circuit on robust Q2 earnings
Tejas Networks shares surged 20% to Rs 1,427.55 on Monday after the company reported a return to profitability in Q2 FY25. The profit after tax