Daljeet Kohli of Roha Asset Managers LLP expresses strong optimism for the Indian domestic market, citing factors like rate cuts, increased liquidity, and a favorable monsoon. The focus is shifting towards domestic-facing companies, with expectations of a consumption cycle revival and manufacturing growth driven by global uncertainties. While rural-related sectors and pharma show promise, a stock-specific approach is recommended.
PhysicsWallah Q2 Results: Profit soars 62% YoY to Rs 72 crore, revenue surges 26%
PhysicsWallah reported 62% YoY profit growth and 26% revenue rise in Q2, backed by rapid offline expansion, diversified income streams, and improved margins following major
December 8, 2025