ETMarkets Smart Talk: ‘Too Old to Rally, Too Young to Fall’ – Kedar Kadam on navigating markets in FY26

July 9, 2025

Kedar Kadam of Dolat Capital anticipates muted returns in Indian equities for the rest of FY26, emphasizing stock picking and sector rotation. He advises monitoring global uncertainties, domestic policy changes, and macro data. Kadam suggests a balanced portfolio with fixed income for hedging and highlights opportunities in specific sectors like financials and renewable energy.

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