InCred Equities has reshuffled its high-conviction stock list, adding Tata Steel, VRL Logistics, and GE Vernova T&D, while dropping Bajaj Auto, Skipper, and NTPC amid festive demand and GST-driven consumption recovery.
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
PSU banks are poised for continued growth, with market participants confident the rally is far from over despite near-term challenges. Valuations remain attractive, and improved
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