Harsha Upadhyaya advises bottom-up stock selection amid steady market fundamentals

November 12, 2025

India’s earnings season is concluding with results meeting expectations. Management commentary is positive. Government initiatives and a good monsoon are expected to boost demand. Capital expenditure is growing steadily. Consumption is gradually improving. Experts advise a selective, long-term investment approach in sectors like industrials, focusing on solid businesses and valuations.

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