Amnish Aggarwal of Prabhudas Lilladher suggests focusing on domestic-oriented sectors like consumption, private banks, hospitals, and pharma due to global uncertainties. He notes potential margin expansion for paint companies from lower crude prices and benefits for OMCs and aviation. However, concerns exist about employment impacts on the middle class and potential slowdown in mutual fund inflows if market volatility persists.
Kaynes shares plunge 43% from October peak. Is a tactical rebound on the cards or more pain ahead?
Kaynes has plunged 43.5% from its October peak, with Friday’s 12.5% drop marking the steepest single-day decline. Momentum indicators remain bearish, signaling a risk of