The gross domestic product dropping to 5.4%, inflation moving above 6% in October, the Trump administration’s policies and a stronger dollar are the reasons why the brokerage is cautiously optimistic. The firm prefers BFSI, IT, realty, and pharma & healthcare sectors and advised investors to moderate return expectations.
Expect limited upside in near term, stick to stock-specific strategy; Vedanta, Motherson among top picks: CA Rudramurthy BV
Indian markets are struggling to maintain gains despite positive domestic news. Global factors and foreign selling are creating caution. Short-term traders are advised to reduce
December 10, 2025