Rajiv Batra of JP Morgan discusses the positive macroeconomic indicators in India, including PMI prints, the Sagar Mala initiative for waterways, and upgraded GDP forecasts. He highlights the growth potential in sectors like water transportation and domestic manufacturing. Batra says: “We are much more positioned on domestic cyclicals, domestic demand, which keeps us overweight on still financials, autos and real estate overall.”
Multibaggers: These 9 midcap stocks surged up to 300% in two years. Do you own any?
While the Nifty 50 declined nearly 5% over the past two years and the Nifty Midcap 150 gained around 6%, select midcap stocks delivered exceptional
September 2, 2026