Nitin Bhasin from Ambit suggests caution on midcap IT firms like Coforge and Persistent due to high valuations, along with DMart and Voltas. While FMCG valuations remain rich, domestic companies like GCPL are favored. Bhasin also expresses concern over expensive defense stocks and Godrej Real Estate, highlighting the importance of earnings expectations alongside valuations.
SIPs offer steady gains as most fund categories beat benchmark indices
In the last two years, systematic investment plans have shown remarkable performance, with small-cap funds leading with an average return of 14.25%. Retail investor monthly