Get into mid and smallcaps with a slightly longer-term horizon compared to largecaps : Harsha (...)
Kotak AMC's Harsha Upadhyaya suggests a stock-specific, bottom-up approach, favoring large-caps due to valuation. While positive on financials amid macro improvements, he highlights the long-term potential of the defense sector, particularly in aerospace and electronics. Upadhyaya anticipates (...)
Site référencé: The Economic Times
The Economic Times
ETMarkets Smart Talk : From quality to timing – here is closer look at QUEST framework powering stock picks at Quest investment, says (...)
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For India, what RBI Guv is doing is far more important than what Trump is doing : Vikas Khemani
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No runaway rally ahead ; valuations limit market upside : Siddharth Vora
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Asian stocks decline as Fed rate cut bets wane
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Fund managers stay selective despite June market surge
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What's making passive funds a smart choice for long-term investors
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