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.
It’s too late to sell; time to stay calm amid market volatility: Atul Suri
You chuck away all your small and midcaps and only have a largecap portfolio. I do not think so. I feel that the catch-up that
February 6, 2025