Dipan Mehta highlights the unprecedented liquidity in markets from tier II and III cities and its unpredictable outcomes. He expresses concerns over PVR-Inox due to OTT competition and sees potential in banking stocks like Bandhan Bank and IDFC First Bank. Challenges in the capital goods sector due to high PE multiples and execution issues are also noted.
Independence Day 2026: 4 stocks that have been part of Sensex since inception. Do you own any?
Four companies—Reliance Industries, Hindustan Unilever, ITC and Larsen & Toubro—have been part of the Sensex since inception, reflecting India’s evolving economy. Their journeys span decades