|
Manish Gunwani of Bandhan AMC suggests indirect investment routes like financials and internet platforms for consumer discretionary exposure, citing valuation concerns in staples and uncertainties in the auto sector. While optimistic about sectors like semiconductors and defence, he cautions against high valuations.
Category:
News and Media
Chirag Muni of Anand Rathi Wealth Limited advises investors on navigating mid- and small-cap stocks, highlighting their higher growth potential but also increased volatility compared to large-caps. He suggests a diversified portfolio with a balanced allocation across market caps for optimal risk-adjusted returns.
Category:
News and Media
Despite U.S. President Trump's diplomatic efforts to resolve the Ukraine war, oil and gas markets are unlikely to be significantly affected. Even a full ceasefire and sanctions removal are improbable. While Europe has reduced reliance on Russian energy, countries like India and China have increased imports.
Category:
News and Media
All news |
||||||||||||||||||
|