Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The