Amit Khurana of Dolat Capital anticipates limited market movement in the coming quarter due to headwinds, suggesting a cooling period before renewed buying. Upside potential is capped, while downside risk is protected. He advises a neutral stance on the pharma sector for FY26, citing normalizing tailwinds and US trade tariffs, but favors JB, Ajanta, Cipla, and Torrent.
Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah
Nilesh Shah of Kotak AMC emphasizes focusing on resilient companies with reasonable valuations amidst global uncertainties. He highlights India’s strong IPO pipeline driven by entrepreneurs
August 11, 2025