India’s electronics market is booming, especially in EMS. Digant Haria of GreenEdge Wealth suggests exploring mining PSUs like Moil and NMDC. He also sees value in beaten-down PSU financials such as Canara Bank and Bank of Baroda. Small finance banks like Equitas and Ujjivan are also promising. Haria highlights potential in consumer stocks like Whirlpool and Kajaria post-monsoon.
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