Pankaj Pandey identifies defence, pharma and consumption as core stock picking themes

June 1, 2026

Indian equities face a mixed outlook due to potential monsoon deficit and uneven corporate earnings. While rural-linked sectors may see pressure, broader market impact is expected to be contained. Investors are advised to look for selective opportunities in sectors like EMS, paints, and defence technology amid ongoing sectoral divergences.

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NSE gets Sebi nod to launch corporate bond index futures

India’s National Stock Exchange has received a no-objection certificate to introduce futures contracts linked to a corporate bond index. This initiative, pending approval from the

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