George Thomas of Quantum AMC advises investors to be selective due to high market valuations, anticipating lower but healthy returns in the coming years. He highlights froth in mid- and small-caps, favoring a bottom-up approach with a focus on auto ancillaries and select FMCG companies.
These 8 stocks in Anil Kumar Goel’s portfolio surged up to 60% in FY26 – Are you holding any?
Investors often keep a close eye on the portfolios of seasoned market players for cues, and ETMarkets has reviewed the recent filings of veteran investor