Ace investor Madhusudan Kela added smallcap stocks Windsor Machines, SG Finserve, and Prataap Snacks to his portfolio in Q4FY25, while increasing his stake in pharma firm Kopran. His portfolio now includes 17 stocks valued at over Rs 3,500 crore.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly