Radhika Gupta of Edelweiss MF highlights the re-rating of India’s stock market, particularly noting the potential in consumption stocks despite their higher PE multiples. She discusses the launch of a new consumption fund, its diverse categories, and the expected recovery in consumption earnings.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Market expert Nischal Maheshwari advises investors to focus on fundamentals amidst market volatility. He notes large-cap growth remains single-digit, banks are poised for margin improvement,
December 8, 2025