Vinit Sambre of DSP Mutual Fund anticipates a consumption revival fueled by GST, favoring autos, consumer durables, and lenders. While cautious on precious metals outperforming stocks long-term, he suggests equities will recover by late 2025. He highlights IT as a contrarian bet, expecting improved deal flows and growth amid light institutional holdings.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap
August 25, 2026