InCred Equities has turned selective on Indian equities, adding Camlin Fine Sciences and mid-sized banks to its high-conviction list while dropping Adani Ports and Cipla. The brokerage’s reshuffle comes amid slowing earnings momentum, even as broader markets rally on improving macroeconomic signals.
PSU banks to gain from credit growth amid government push, predicts Ambareesh Baliga
Market sentiment is currently weak, with a key level to watch at 24,250, as a break below could trigger panic selling. Certain sectors like textiles
August 11, 2025