Indian markets face uncertainty amid global economic shifts and geopolitical tensions, despite Nifty’s recent gains above 25,000. IT stocks show mixed signals, with caution advised despite Accenture’s revenue beat. FII inflows favor financials and energy, while mid and small-caps outperform largecaps, demanding careful stock selection.
FMCG, consumer discretionary set for festive boost; defence remains a long-term play: Sushant Bhansali
Sushant Bhansali highlights the positive impact of upcoming GST cuts on FMCG and consumer discretionary sectors, especially rural-focused companies. While short-term flows into defence may
August 18, 2025