Rising crude oil prices are expected to significantly impact the March-quarter profits of oil marketing companies, compressing refining margins and widening LPG under-recoveries. While upstream companies like ONGC and Oil India stand to benefit from higher crude prices, gas utilities face pressure from surging LNG costs.
Largecap funds no longer the best bet? Edelweiss CIO Trideep Bhattacharya explains why flexicaps may win now
Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours flexicap and midcap funds