Prashant Khemka, Founder of White Oak Capital Management, anticipates a shift in performance between cyclical and defensive stocks. The Budget may reinforce this phenomenon. Khemka advises maintaining a balanced portfolio, emphasizing stock picking over top-down calls. He also notes the potential positive impact of income tax savings on demand and broad sectoral benefits.
Mid- and small-cap pressure persists as valuation concerns deepen: Harsha Upadhyaya
Amidst DII buying and FII outflows, mid- and small-cap corrections are driven by valuation and earnings realities, according to Harsha Upadhyaya. He advises caution in