Market expert Sunil Subramaniam says domestic liquidity is strong. Mutual fund flows are consistent. SIP book is at 26,000 crores. Fund managers have adequate liquidity tilted towards mid and smallcaps. FIIs are nervous due to the oil spike. Domestic fund managers are buying on dips. Geopolitical tensions create volatility. The market expects the situation to ease soon.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like