Kotak Institutional Equities rebalanced its model portfolio, raising weights in InterGlobe Aviation and Pidilite Industries while dropping Dabur due to poor execution. Despite geopolitical tensions, markets remain resilient with strong FPI inflows. However, Kotak stays cautious on high valuations, muted earnings growth, and pressures in mid- and small-cap stocks.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026