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Emkay Wealth Management suggests shifting focus to corporate bonds and credit risk funds for better yields as gilt fund rallies peak. The Indian market shows strong growth potential, particularly in mid and small-cap segments, driven by a recovering GDP. Investors should prioritize asset allocation and consider managed funds to navigate market volatility.
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Mihir Vora from Trust MF suggests growth potential in mid and small-cap stocks. These segments include auto ancillaries and CDMO. Capital goods, construction, and pharmaceuticals may show promising results. Vora believes stock-picking opportunities exist even in a sideways market. He advises caution on increasing pharma exposure due to potential US tariff risks. However, he thinks dramatic tariff hikes are unlikely.
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News and Media
The ruling comes after Lee Jae-yong was acquitted of all charges in two earlier trials.
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News and Media
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