Sujan Hajra from Anand Rathi Group remains optimistic about India’s growth and equity market, anticipating 12-13% annualised returns from large-cap equities. Despite global volatility and tariff tensions, India’s resilient macro fundamentals and reasonable valuations support this outlook. He suggests overweighting financials and IT, while underweighting automobiles and FMCG, advocating for a balanced portfolio with fixed income for stability.
SpiceJet shares rise 13%, extending second-day rally amid IndiGo operational disruptions
SpiceJet shares spiked intraday as operational disruptions at rival IndiGo boosted demand for its services. Despite the short-term rally, the stock remains fundamentally weak, with