WhiteOak Capital’s Trupti Agrawal says stabilising earnings and normalised valuations have improved risk-reward in broader markets. Small and mid caps, after sharp corrections, offer selective alpha as fundamentals hold up. Private financials, consumer discretionary and healthcare remain promising from a bottom-up perspective.
Bottom-up stock opportunities emerge as markets consolidate post-correction: Sudip Bandyopadhyay
Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early