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Ace investor Mukul Mahavir Agrawal reshuffled his portfolio in Q2FY26, adding 10 new stocks worth Rs 400 crore across sectors like consumer durables, healthcare, technology, and renewables. The diversification highlights his confidence in Indias growth themes, with notable investments in IFB Industries, Osel Devices, Coforge, and Zelio E-Mobility.
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News and Media
Indias IT services sector showed stabilisation in Q2, with improved execution, resilient margins, and supportive currency effects. AI adoption is shifting from trials to implementation, opening medium-term opportunities. Stocks like HCL Technologies and Coforge offer healthy growth visibility and valuation comfort.
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News and Media
Abolishing GST on health and life insurance has immediately reduced premiums by 18%, making financial protection more accessible for millions, especially the 'missing middle'. This reform, coupled with reduced GST on medical devices and medicines, aims to lower treatment costs and make quality healthcare truly inclusive and affordable for all Indians.
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News and Media
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